• Mistakes When Choosing A Financial Advisor

  • May 17 2024
  • Length: 18 mins
  • Podcast

Mistakes When Choosing A Financial Advisor

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  • Summary

  • When it comes to retirement, having the right advisor can make all the difference. But with so many financial advisors out there, how do you choose the right one? In today’s episode, we’ll highlight the key areas to consider, whether you’re evaluating your current advisor or starting the search for one.

    Listen in as Alan and Troy uncover some of the critical mistakes many make when choosing a financial advisor. They’ll cut through the noise to highlight what often goes wrong- from misplaced trust in big names to overlooking an advisor’s fiduciary status. This conversation is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals.

    Here’s some of what we discuss in this episode:

    • Not understanding how your advisor gets paid and the services you’re getting for that fee
    • Putting too much trust in a recognizable national brand name
    • Ignoring your advisor’s fiduciary status
    • Forgetting to ask about the advisor’s network and resources

    Get additional financial resources here: https://mercurioadvisors.com/podcasts/
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