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What are some mistakes that you want to avoid when choosing an advisor? When choosing an advisor, there are some mistakes that could cause risks and you need to avoid them before they do so. 

There are different types of advisors you should avoid working with and some things you should pay close attention to before committing with an advisor.  

In this episode of the Secure Your Retirement podcast, we explain the eight mistakes you should avoid when choosing an advisor and questions to ask. We also explain why you should avoid advisors that are not fully certified to be financial advisors to avoid the risks that come with it. 

In this episode, find out:

• Don\\u2019t work with an advisor without a written contract. 
• Don\\u2019t work with an advisor that doesn\\u2019t have a permanent office to avoid fraud.
• Avoid working with an insurance-only advisor since they\\u2019re not vastly knowledgeable. 
• Avoid working with a stock market-only advisor since they won\\u2019t handle all your retirement needs. 
• Don\\u2019t work with an advisor that tries to sell to you on the first appointment. 
• Beware of the too good to be true story. 
• Be aware of the commitment you\\u2019re making when you choose to do it by yourself. 
• Avoid picking an advisor based on their fees and instead understand what they\\u2019re offering.  

Tweetable Quotes:

• \\u201cThe way the contract should be written is that at any point you want to fire/get away from the advisor, you\\u2019re not bound to have to stay in the contract.\\u201d- Radon Stancil
• \\u201cYou want to work with someone who has multiple options in all the different areas when it comes to retirement planning.\\u201d- Murs Tariq

Resources:

If you are in or nearing retirement and you want to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting our complimentary video course, Four Steps to Secure Your Retirement!

To access the course, simply visit POMWealth.net/podcast.