Ep 140: Investor Beware: Advisor Red Flags

With the volatility in the market many of us are looking to start working with an advisor. What should we keep an eye out for when shopping around for an advisor? What red flags do we need to be aware of?

 

Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA

 

Key points: 

2:09 – Spotting red flags

2:44 – Works with everyone

6:25 – Good news and certainty

10:35 – Too much jargon

15:02 – More talking than listening

 

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