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Spotting Problematic Personalities of Rogue Advisors
Manage episode 373166482 series 3403932
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Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals.
We’ll find out in today’s episode as we explore how to identify “The Ghost”, “The Jargon Juggler”, “The Chameleon”, and several more. And what should you do if you encounter them?
Here's some of what we’ll discuss in this episode:
- What kind of communication should you expect from an advisor?
- Some of the things that an advisor might do up front that might raise a red flag.
- Why jargon and a think financial plan doesn’t necessarily indicate a knowledgeable advisor.
CONNECT:
If you have any questions, you can contact us online here: https://cravitzfinancial.com/
Email: ryan@cravitzfinancial.com
Call: 714-462-9155
Investment Advisory Services offered through Brookstone Capital Management, LLC (BCM) a Registered Investment Advisor. Cravitz Financial & Insurance Solutions are independent of each other. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Ryan Cravitz and Cravitz Financial & Insurance Solutions are not affiliated with or endorsed by the Social Security administration or any other government agency.
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