Ep 6: Your Financial Advisor Should Have These Five Traits

Working with a financial advisor is an important decision that isn’t usually made on a whim. Doing your research and meeting with advisors is a key part of the process to determine who best fits your needs. All financial professionals are unique but all of the good ones will have these five qualities.

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The Game Plan

Whether you already work with an advisor or you’re in the process of deciding if that’s a path you want to go down, it’s vital that this relationship meets your needs.

So how do you determine if one advisor is better than the next?

First thing you should do is sit down and meet with them. It’s the easiest and quickest way to get questions answered and learn more about an advisor. And while you’re meeting with them, be on the lookout for five different characteristics that separate them from the pack.

On this episode of the Retirement Playbook Podcast, Dale Tondryk will take us through the five different traits and explain ways to identify them. Each of these traits you’ll find from Dale and the team, but even if you already have an existing relationship with an advisor, we want you to know what’s most important when working with a professional.

If your advisor doesn’t have these traits, it might be time to re-evaluate your retirement plan and make sure everything is on the right track. Remember that it’s your money and you have complete control over where it goes so make sure you’re satisfied.

Thanks for opening up this week’s playbook. We’ll talk to you again on the next episode. In the meantime, we’d really appreciate it if you hit subscribe wherever you listen to the podcast.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[0:54] – 1st characteristic: Trust. How do you decide if they’re trustworth?

[1:58] – 2nd characteristic: Likeability. How do you assess that?

[3:04] – 3rd characteristic: Area of Expertise. Why is this important?

[4:11] – 4th characteristic: Good listener

[5:34] – 5th characteristic: Problem solver

“I’ve had a lot of people come to me because they feel they can trust me. I’m just a down-home guy here from northern Minnesota. Just tell the truth at all times and always look out for the best interest of that particular person, and that’s really how I’ve lived my life. That’s how I work my business as well.”

– Dale Tondryk

More To Explore

The Financial Calendar

Join us in this episode of The Retirement Playbook podcast as Dale dives into the essential financial matters you need to address throughout the calendar year. He provides valuable insights into maximizing retirement contributions, managing required minimum distributions (RMDs), and making strategic financial moves to optimize your retirement savings.

Financial Therapy

Financial discussions and retirement planning can come with many emotions. From counseling couples with differing financial views to providing support during challenging life events such as divorce or medical issues, financial professionals wear many hats, including the role of a therapist. In this episode, Dale discusses the impact of having a financial professional guide you through life’s most stressful moments.

Ep 88: The Retirement Lifestyle

We’re taking a quick break from the Xs and Os of retirement finances today. Instead, we’re going to talk about some other important pieces of forming your retirement lifestyle. Join us as we discuss staying busy, the significance of social connections after you’ve stopped working, and maintaining your physical and mental health throughout retirement.