LLBUS 196 - Vetting and Leveraging a Financial Advisor

Do you have specific financial goals and a plan in place to achieve them? Have you partnered with the right financial advisor to add value to this process? Many people use financial advisors, especially when they struggle to find the time, resources, or motivation to manage things themselves. But when selecting an advisor, very few people use a disciplined process. Learn how to select the right financial advisor (or evaluate your current one), including how to identify a strong list of candidates, important criteria for selecting an advisor, and how to effectively interview your candidates. We'll also cover what type of service you can reasonably expect from your advisor, how to monitor the progress of your account, and how to determine what fees you are being charged and why.