PBR 131: Considerations Before Hiring a Financial Advisor

EP 131 | Profit Boss® Radio

Welcome to episode 131 of Profit Boss® Radio! In this week’s episode, I am providing you with tips on how to hire a financial advisor.

Why now? Well, because January and the first quarter of the year is a very popular time for people to get their financial house in order and when you are most likely to hire a financial advisor. Also, now is a great time to invest because you can essentially join the market while it’s on sale. Prices are low, making it a great time to start investing.

A question many of my listeners have, however, is where to actually start? Do you ask a friend, do a Google search? Attend an event? The answer is, yes! But with some parameters, of course.

A financial advisor can add tremendous value to your financial life, but it’s an important partnership that does take careful consideration.  Tune in to today’s episode as I have an honest conversation about what you should look for in a potential financial advisor. I also offer up some insider tips on ways to evaluate a financial advisor before hiring one.

What You’ll Find Out in this Episode:

• Why now may be the right time to hire a financial advisor
• What you need to know about the titles “financial advisor” and “wealth manager” and why can’t rely on titles alone to identify qualified financial advice
• Where to start to hire a financial advisor
• How you can make a savvy choice with whom you entrust your financial life
• 4 categories to evaluate before you hire a financial advisor
• Questions and conversations you should have with a potential financial advisor before hiring one

For more details, please visit the show notes on our website here: https://www.hilaryhendershott.com/hire-financial-advisor/

Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.