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