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How do you know when a financial advisor just isn’t the right fit? In this episode, we break down five of the biggest red flags people overlook when choosing or evaluating an advisor. Dennis explains why advisor stability matters, the dangers of “one-size-fits-all” planning, and how a lack of information gathering can derail your financial progress. We also talk through fee transparency- why you should know exactly what you’re paying- and the risks of working with anyone who overpromises results or claims they can “beat the market.”

Here’s some of what we discuss in this episode:

• Long, unstable job history = potential red flag
• Why “one size fits all” plans don’t work
• Advisors should ask LOTS of questions
• Understanding what you’re paying
• Beware of overpromised returns or “market beating” claims

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Phone: (513) 898-1897

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