))
E86: Carefully Interviewing Your Financial Team
Manage episode 465959956 series 3457250
Content provided by With Eric Scovill. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by With Eric Scovill 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.
Navigating the complexities of building a financial team can be daunting. Are you confident your advisors align with your values and goals? Eric Scovill shares essential strategies for selecting financial advisors, lawyers, and accountants who can help support your kingdom mission. Learn how to ask the right questions, identify potential conflicts of interest, and ensure your team collaborates effectively. This episode offers empowering insights toward becoming “shrewd as a serpent” with your finances by building a supportive financial team around you.
0:00 Introduction
5:32 Choosing the right financial team
11:16 Evaluating investment advisors
21:58 Interviewing potential advisors effectively
27:04 Selecting the right lawyer
32:42 Finding a suitable CPA
38:47 Long-term perspective in financial planning
90 episodes
Share
