On This Episode:
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.
0:42 - Why we are talking about this today.
1:41 - Chemistry
2:03 - Will you care enough to tell me the truth?
3:01 - Client story
5:54 - Character
10:12 - Ask them how they get paid
12:32 - Designations and experience
If you have any questions, call 215-513-4330 or click here.