To kick things off, we’ve got a solo episode packed with advice to right your financial ship — or to keep you on the stellar journey you’ve started. First, I go through the Eight Principles of Financial Freedom that will help you get clear on your path and stick to it. This process is all about self-reflection on your current reality and how it relates to your goals.
Then I delve into all the big and small things you should keep in mind when finding a financial advisor, from the letters after their name, to the comfort level of your relationship, to your preference for working with a woman or a man. All of these considerations are important since working with a great financial advisor can be an incomparable investment in the quality of every aspect of your life.
Finally, I offer you the chance to have a fifteen-minute call with me. Are you hiring a financial advisor and looking for advice? Do you think we could build a strong financial relationship together? Don’t hesitate to reach out — I’m here to help you build your best life, and this call is a great first step.
Listen To The Full Interview:
What You’ll Learn From This Episode:
The 8 Principles of Financial Freedom you should be following to realize your most fulfilling financial life.
What the letters after a financial advisor’s name mean — how do you make sense of that alphabet soup?
- Why it’s okay to save time and mitigate risk by working with a financial advisor to build a lucrative, low-risk investment portfolio.
What questions to ask (and what the answers should be) to find the right financial advisor for your needs.
How to know what you’re really getting with a financial advisor, and whether that person has the right credentials and experience to serve you well.
Featured On The Show:
- Reach out to me for a one-on-one call: (877) 569-5508
- FINRA Broker Check
- Verify a CFP®
- My special brand of financial automation training
- The definition of “fiduciary” on Investopedia
- Meir Statman – Behavioral Finance Expert
- Ep 8: Upgrade Your Money Operating System™
- Ep 26: Index Funds: Security AND High Returns, Demystified with Barbara Friedberg
Don’t forget to join our free private Profit Boss® community on Facebook!
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