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Feb 8 ā¢Ā
Welcome to Choosing the Right Advisor! (Start Here)
š Welcome to Choosing the Right Advisor! š Quick Start: Watch the welcome video below to learn how The Trusted Advisor Roadmap and our Evidence-Based Hiring Method will help protect your life savings and ensure you choose the right financial advisor. ā
Weekly Q&A Calls: Join our live "Coffee Hour: Open Q&A" sessions, where we review real advisor interactions, spot red flags, and answer your pressing questions. Check the calendar for upcoming calls. ā
First Step: Introduce yourself in the comments below! Share: - Your name - What brought you here - The 3 things you want to get from this community - The 3 things you like to do for fun (yes, this is a community. We want to get to know each other) š§° Resources to Get Started: š The Trusted Advisor Roadmap Course (START HERE) Remember: Your financial future is too important to leave to chance. Let's work together to ensure you make the right choice when working with a financial advisor. Let's protect your life savings together!
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Jan 20 ā¢Ā
š "No wonder he invited me to his son's wedding... I paid for it!"
Quick question to start some discussion: What's the most confusing or frustrating thing you've experienced in a meeting with a financial advisor? Was it: - The jargon they used? - How they explained their fees? - The way they dismissed your specific concerns? - Something else? I'll start... In my 20 years managing $2B in assets, the most frustrating thing I witnessed was advisors using complex terminology to avoid giving straight answers about fees. I remember one client telling me, "No wonder he invited me to his son's wedding... I paid for it!" after I explained how much she was really paying in fees. Share your experience below š Let's discuss how to spot these situations and what questions you could ask to get straight answers. Remember: You're not alone in feeling confused or frustrated. That's why we're here - to help each other navigate these important decisions.
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