What to Look For in an Advisor
The Dividend Cafe
The Dividend Cafe - The Bahnsen Group
4.9 • 572 Ratings
🗓️ 15 September 2023
⏱️ 23 minutes
🧾️ Download transcript
Summary
Today's Post - https://bahnsen.co/3r79obX
Thursday afternoon I received an inquiry through the “questions” portal whereby a reader asked “how one is supposed to go about selecting a financial advisor” – attaching to the question the appropriate sub-questions around trust, qualifications, needs, and services. I know I have addressed this topic over the years but I think it has been at least five years if not longer, and it is a topic that you may be shocked to hear I have many opinions on.
Links mentioned in this episode: TheDCToday.com DividendCafe.com TheBahnsenGroup.com
Transcript
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| 0:00.0 | Welcome to the Dividing Cafe weekly market commentary focused on dividends in your portfolio and dividends in your understanding of economic life. |
| 0:10.0 | Well, hello and welcome to another week of the Dividend Cafe. I am excited today to be talking about something unrelated to the Fed, unrelated to macroeconomics, |
| 0:24.3 | the normal subjects that often find their way into the Dividy Cafe. |
| 0:29.4 | Today I decided to go a different direction and I think it's very practical and I'm hopeful |
| 0:34.2 | that a lot of you, both clients and non-clients alike, will get something out of it. |
| 0:39.3 | Let me quickly tell you how we got to this subject. |
| 0:42.2 | I am working through a study on comparisons to the current artificial intelligence moment and the late 90s, different parallels, different similarities. |
| 0:58.0 | We even using some particular companies to contrast where they were and behaving in |
| 1:05.0 | in 1989 versus some, how they're behaving in 2003, just to kind of out some some ideas and thoughts and a |
| 1:11.2 | framework for how to think about this issue and and and I intended to write a |
| 1:15.7 | Dimin Cafe on that soon it may may not be next week it may be but I wasn't |
| 1:20.7 | fully ready to kind of flush that out this week and and I've been putting a lot |
| 1:24.4 | of work into it and so I debated with a couple other topics. |
| 1:29.3 | And then on Thursday, I got an email through our inquiry portal. |
| 1:33.3 | You know, we have the questions portal where people are able to send things in. |
| 1:37.3 | And our communications team forwards most of these on to me after a little bit of purging and filtering and appropriate editing. |
| 1:46.8 | And I got a question from a non-client that I thought was really important about how one |
| 1:55.0 | thinks about looking for an advisor, for a financial advisory team that what are the criteria they ought to use? |
| 2:03.1 | How do they know if they're making the right pick when they're engaging someone with such an |
| 2:07.4 | important relationship as it pertains to the person or people or whatnot that will oversee their |
| 2:15.0 | financial well-being and help implement plans and strategies and be in |
| 2:19.9 | relationship to them, you know, in something that is such a significant part of somebody's life. |
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