How do you know if an advisor is a good fit? That’s a question that keeps many people from working with a professional so let’s identify the essential traits every advisor should possess. That might be easier said than done so let’s also talk about how you can determine whether an advisor has these characteristics.
Show notes and additional resources: https://principalpreservationservices.com/5-traits-your-financial-advisor-should-have/
1:23 – Excited for the new year and what 2020 will bring.
2:42 – In the News: For the first time in 37 years, the inventory of homes is at its lowest level nationally. Is that the case in Minnesota and Wisconsin as well?
6:13 – Personality trait: Trust. How do you identify if someone is trustworthy?
8:20 – Trait: Likeability. How can you assess whether or not you want to work someone?
9:45 – Trait: Area of expertise that matches your needs.
11:50 – Trait: Good listener. You need someone that can key in on what your needs are.
13:39 – Trait: Problem Finder
16:50 – Mike adds one final trait to the list: full disclosure.