Episode 196: 10 Attributes of Great Financial Advisors

Published: Feb. 9, 2023, 4:54 p.m.

Not all Financial Advisors are created equally. Listen here to find out what 10 most important qualities to look for in your Financial Advisor; some may be a bit of a surprise.\n\xa0\nKey Points from this Episode:\n\n(00:54): The Advisor\u2019s mission(02:37): What clients are you able to work with successfully?(04:09): How important is authenticity in an Advisor?(05:40): How does intellectual curiosity help make a good Advisor?(06:41): Why your Advisor should always be asking you questions.(08:27): Red Light Green Light for clients and Advisors?(09:10): What is 10X?(10:02): Why is growth in the business crucial?(13:01): Why discipline is an important trait in an Advisor?