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Content provided by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor

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Manage episode 491664848 series 3619636
Content provided by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity?

In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in financial advisors and how these character qualities impact your long-term wealth decisions.

Here’s what you’ll learn:

  1. Why attitude and character matter more than credentials in your advisory relationship.
  2. How to evaluate your advisor’s ability to navigate complexity and uncertainty — not just sell confidence.
  3. The power of thinking through risk without a bias toward action — and why it leads to better wealth outcomes.

Listen now to rethink how you choose — and work with — the people who guide your financial future.

  continue reading

131 episodes

Artwork
iconShare
 
Manage episode 491664848 series 3619636
Content provided by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by John De Goey (a podcast covering financial literacy, financial advisors & wealth), John De Goey (a podcast covering financial literacy, and Financial advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity?

In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in financial advisors and how these character qualities impact your long-term wealth decisions.

Here’s what you’ll learn:

  1. Why attitude and character matter more than credentials in your advisory relationship.
  2. How to evaluate your advisor’s ability to navigate complexity and uncertainty — not just sell confidence.
  3. The power of thinking through risk without a bias toward action — and why it leads to better wealth outcomes.

Listen now to rethink how you choose — and work with — the people who guide your financial future.

  continue reading

131 episodes

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