Mistakes When Choosing A Financial Advisor

In this episode, we’ll uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong- from misplaced trust in big names to overlooking the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

 

Here’s some of the mistakes we discuss in this episode:

• Not understanding how the advisor gets paid
• Putting too much trust in a recognizable national brand name
• Not checking credentials or the advisor’s background
• Not covering expectations for communication style & frequency

 

To get in touch with Mike, visit our website: http://principalpreservationservices.com