Avoid These Mistakes When Choosing a Financial Advisor

Mind Your Money with Bradshaw Rogers Financial Partners

Are you confident in your choice of financial advisor? In our latest episode of the Mind Your Money podcast, Trent Bradshaw and Brandon Rogers from Bradshaw Rogers Financial Partners discuss the common mistakes people make when selecting a financial advisor. Learn about the importance of understanding advisor compensation, the pitfalls of trusting big brand names, and the significance of checking credentials and fiduciary status. Don’t miss these valuable insights to help you make informed decisions about your financial future.

Here are some of the excuses we’ll discuss in the episode:

• Not understanding how the advisor gets paid
• Putting too much trust in a recognizable national brand name
• Nodding and smiling instead of asking for clarification on things you don’t understand
• Working with someone with the wrong specialty
• Not checking credentials or the advisor’s background
• Ignoring the advisor’s fiduciary status
• Not covering expectations for communication style & frequency
• Forgetting to ask about the advisor’s network and resources (like estate planning contacts, CPA relation-ships, etc.)
• Not asking about the advisor’s succession plan
• Not requesting examples of success stories or references

To hear more about these common mistakes and how to avoid them, listen to the full episode of the Mind Your Money podcast.

Contact:

Website: http://bradshawfp.com

Email: [e-mail]

Call: 704-216-2260