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Content provided by Taylor Schulte, CFPÂź and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFPÂź and Taylor Schulte 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://staging.podcastplayer.com/legal.
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How to Evaluate Financial Advisors: A Step-by-Step Guide

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Manage episode 460188983 series 1521440
Content provided by Taylor Schulte, CFPÂź and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFPÂź and Taylor Schulte 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://staging.podcastplayer.com/legal.

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I have availability for 25 Discovery Meetings over the next 8 weeks.

If you're seeking professional retirement planning help, we would love to have a conversation!

👉 Learn more about our process and grab one of the 25 meeting slots.

We intentionally limit the number of new clients we take on each year.

This ensures we can provide each family with highly customized investment, retirement, and tax planning services.

Once these 25 meetings are scheduled, we will not have availability to meet with new clients until later this year.

Schedule your Discovery Meeting.

***

Today I'm sharing the essential steps for evaluating and selecting the right financial advisor for your unique situation.

Specifically, I cover 5 important things:

â–ș How to identify and document your financial challenges, needs, and goals before starting your search

â–ș Critical questions to ask yourself about the type of professional you want

â–ș Guidance for conducting background checks

â–ș Non-obvious questions to ask potential advisors

â–ș The importance of a well-defined evaluation process (and why you shouldn't rush your decision)

You'll learn how to navigate through the sea of 300,000+ financial advisors to find the right one for you.

Whether you want a short-term or long-term engagement, this episode provides actionable steps to help you make the right choice.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

227 episodes

Artwork
iconShare
 
Manage episode 460188983 series 1521440
Content provided by Taylor Schulte, CFPÂź and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFPÂź and Taylor Schulte 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://staging.podcastplayer.com/legal.

Looking to hire a financial planner with retirement & tax planning expertise?

My team and I have availability for 25 Discovery Meetings over the next 8 weeks.

If you're seeking professional retirement planning help, we would love to have a conversation!

👉 Learn more about our process and grab one of the 25 meeting slots.

We intentionally limit the number of new clients we take on each year.

This ensures we can provide each family with highly customized investment, retirement, and tax planning services.

Once these 25 meetings are scheduled, we will not have availability to meet with new clients until later this year.

Schedule your Discovery Meeting.

***

Today I'm sharing the essential steps for evaluating and selecting the right financial advisor for your unique situation.

Specifically, I cover 5 important things:

â–ș How to identify and document your financial challenges, needs, and goals before starting your search

â–ș Critical questions to ask yourself about the type of professional you want

â–ș Guidance for conducting background checks

â–ș Non-obvious questions to ask potential advisors

â–ș The importance of a well-defined evaluation process (and why you shouldn't rush your decision)

You'll learn how to navigate through the sea of 300,000+ financial advisors to find the right one for you.

Whether you want a short-term or long-term engagement, this episode provides actionable steps to help you make the right choice.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

227 episodes

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