The Long Term Investor cover image

The Long Term Investor

How To Interview An Advisor (Rewind) (EP.81)

Jan 4, 2023
21:15

The start of a new year is one of the best inflection points for your finances. 

 

There are really nice tax planning, investment, and capital allocation opportunities right now. If this year you are considering seeking professional help with your finances, this top “rewind” episode from 2022 is for you. 

 

By the end of this episode, you’ll understand how to structure your search for an advisor, research if they are trustworthy, and complete a structured interview with anyone you are considering hiring.

 

Listen now to learn:  

  • The 4 steps to identifying an ideal advisor
  • Questions to use when interviewing prospective advisors
  • Things to consider when selecting a robo-advisor rather than a human advisor

 

To listen to the entire 3-part series this episode aired with, visit www.TheLongTermInvestor.com and listen to:

 

You’ll also find all the show notes, free resources, and links mentioned in this episode.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode