Episode 268: How to Select an Advisor
b'
Most financial conversations happen quietly. We don\\u2019t typically bring up how much we have saved in our IRA at the summer BBQ with friends and family. Nor do we give away investing ideas that aren\\u2019t widely known. However, we do feel comfortable asking for a referral when it\\u2019s time to hire an advisor. How do you know if someone is a good fit for you? Can you trust what they know?\\xa0
During today\\u2019s show, we will give you a framework of questions to ask so that your search doesn\\u2019t cause unnecessary anxiety. Part of the search is also understanding whether you need an advisor!
'