Biases in Investor-Advisor Relationships

Today's financial landscape is more complex than ever, encompassing a huge range of investment opportunities. Yet, the advancement of technology has made moving money easier and faster than ever before. While some investors enjoy making financial decisions on their own, this can be an overwhelming experience for others. Many people want to hire a financial advisor to assist in their financial decision-making. But how do you go about finding the right advisor to achieve their goals? How do you get started?

On this episode of Financial Decoder, Mark speaks with Bryan Olson, head of Investor Advice Solutions at Schwab and president of Schwab Wealth Advisory™. They discuss the reasons why someone might seek a financial advisor, the different designations of advisor, what questions to ask a potential advisor, and how to find the right one for you.

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Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit Schwab.com/FinancialDecoder.

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