Mar 10 2024 17 mins
In this episode, Mike shares with you some key things to consider when hiring a financial advisor. He’ll break this down into three areas.
1. Why would you need an advisor?
2. He’ll explore some of the popular types of advisors and their credentials that give them the skill-sets and knowledge that could help you.
3. He’ll also share some key questions to ask an advisor should you be on the market for one.
Whether you are a do-it-yourselfer with your finances, or you are completely lost and looking for help, it’s never a bad idea to get another opinion from a professional financial advisor about your finances to give you confirmation on what and how you are doing, or get you on track, and/or to help you reach your goals, to get some stress relief about your finances and ultimately to achieve financial peace.
If you have ideas you'd like to share with Mike for a future episode, or any other recommendations, you can reach him at: [email protected]
For a free coaching session with Mike, you can go to: https://fettermanfinancialsolutions.com/schedule-an-appointment/
Click here to access the episode on risk and return that he talked about today at his website E6-Risk and Return along with his other episodes at: https://fettermanfinancialsolutions.com/blog/
If you would like to support Mike with his podcasting expenses and help him grow this podcast, you can buy him a virtual cup of coffee. How cool is that? Just click on the “Support the Show” link below. Thank you for considering to help him help others.
Guiding you to win with money and live with financial peace.
Have a great day!