We’re now down to the last 2 parts of this series, where I talked about my financial assessment process as a guest on the Virtual U.S. Financial Advisors podcast.

In this episode, I shared my insights on what financial advisors do and how to determine the right advisor for your specific needs.

In this episode, I discussed:
(02:23) Why the financial industry gets a bit of a bad name
(02:52) Questions you need to ask if you’re looking for an advisor
(05:30) The difference between a fiduciary from someone who is based on suitability
(07:05) Why the majority of what advisors do is more psychological than anything else
(07:17) The three criteria I look for in clients

P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.

DISCLAIMER

The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.

Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a High Lift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.