Ep 15: Finding the Right Financial Advisor

Retirement Plain & Simple

المحتوى المقدم من Mark Kemp. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Mark Kemp أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

3y ago 18:02

MP3•منزل الحلقة

Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.

What we discuss on this episode:

0:42 - Why we are talking about this today.

1:41 - Chemistry

2:03 - Will you care enough to tell me the truth?

3:01 - Client story

5:54 - Character

10:12 - Ask them how they get paid

12:32 - Designations and experience

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

56 حلقات

#Trading #Business #Mark Kemp #Financialplanning #Kempharvest #Markkemp #Money #Pennsylvania #Stockmarket #Toddlittle #CFP® #Retirement #Annuity