))
7 Things to Look for in a Financial Advisor
Manage episode 469599085 series 3561292
Content provided by Impact Partnership and Abe Abich. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Abe Abich 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://ppacc.player.fm/legal.
Certified Financial Planner Joshua Barbin discusses the essential factors to consider when choosing a financial advisor. He emphasizes the importance of personal fit, transparency in fees, investment philosophy, and the advisor's qualifications. Joshua also highlights the significance of building a trusting relationship with the advisor and ensuring compliance and a clean record.
Schedule your complimentary appointment today: TheRetirementKey.com
Get a free copy of Abe’s book: The Retirement Mountain: The 7 Steps To A Long-Lasting Retirement
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
256 episodes
Share
