Ep. 80 Top 5 Considerations When Hiring A Financial Advisor Red Barn Financial podcast

Ep. 80 Top 5 Considerations When Hiring a Financial Advisor

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When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions:

Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name?
Don't just pick the first advisor you meet. Make sure you interview a few to determine if you are picking the right one. Just like you wouldn't buy the first house you looked at without seeing a few more, make sure you know you are picking the best advisor for you.
Choose someone who is aligned with your values - whether it's faith based investing, ESG, giving to charity, retiring early or another value you have. Be sure your advisor understands your goals and is aligned and committed to helping you achieve them.
Understand the fees - Does your advisor charge an Assets Under Management (AUM) fee, do they charge hourly, do they get commissions for selling you products? You want to know which applies and whether you are comfortable with that method.
Do Your Homework - Look at Google reviews, see if the advisor has been recognized in their community, check out their website and understand if they have done the things you need before.

Disclaimer: This podcast is for informational purposes only. It is not tax, legal or financial advice. What is right for one person may not be right for another depending on their circumstances. If you would like to contact us please email smoran@redbarnfinancial.com To learn more about Red Barn Financial and the services we provide visit www.redbarnfinancial.com:

83 episoder

When choosing a financial advisor, there are a number of questions you want to ask. In this episode of the Red Barn Financial Podcast, Sean Moran answers the Top 5 questions:

Is the advisor licensed? Are they truly a financial advisor or are they an insurance agent or coach that gave themselves a fancy name?
Don't just pick the first advisor you meet. Make sure you interview a few to determine if you are picking the right one. Just like you wouldn't buy the first house you looked at without seeing a few more, make sure you know you are picking the best advisor for you.
Choose someone who is aligned with your values - whether it's faith based investing, ESG, giving to charity, retiring early or another value you have. Be sure your advisor understands your goals and is aligned and committed to helping you achieve them.
Understand the fees - Does your advisor charge an Assets Under Management (AUM) fee, do they charge hourly, do they get commissions for selling you products? You want to know which applies and whether you are comfortable with that method.
Do Your Homework - Look at Google reviews, see if the advisor has been recognized in their community, check out their website and understand if they have done the things you need before.

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Ep. 80 Top 5 Considerations When Hiring a Financial Advisor