Business
Trustworthy. Likeable. Problem-solving. Good listener. We should be describing your financial advisor or a potential advisor if you’re in the process of finding one. On today’s show, we’ll talk about why it’s so important for your advisor to embrace these kinds of characteristics. That’s the easy part. But we’ll also tackle the harder part and discuss some tangible ways how you can determine if an advisor has these characteristics or not. Show Notes: 1:38 - Headline: Rand Paul Bill 6:45 - Traits A Financial Advisor Must Have 7:12 - Trait #1: Trust 8:56 - Trait #2: Likeability 10:03 - Trait #3: Area Of Expertise 11:17 - Trait #4: Listening Ability 13:00 - Trait #5: Problem Solver 14:58 - Mailbag Question from Norm: "How much risk to take now that I'm in retirement?"