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Ep 15: Finding the Right Financial Advisor

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Manage episode 297612487 series 2824641
Content provided by Mark Kemp. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Kemp 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://player.fm/legal.
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.

What we discuss on this episode:

0:42 - Why we are talking about this today.

1:41 - Chemistry

2:03 - Will you care enough to tell me the truth?

3:01 - Client story

5:54 - Character

10:12 - Ask them how they get paid

12:32 - Designations and experience

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 297612487 series 2824641
Content provided by Mark Kemp. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Kemp 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://player.fm/legal.
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.

What we discuss on this episode:

0:42 - Why we are talking about this today.

1:41 - Chemistry

2:03 - Will you care enough to tell me the truth?

3:01 - Client story

5:54 - Character

10:12 - Ask them how they get paid

12:32 - Designations and experience

Contact:

If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/

  continue reading

63 episodes

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