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Spotting Problematic Personalities of Rogue Advisors

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Manage episode 374509005 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles 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.

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. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? 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?

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

132 episodes

Artwork
iconShare
 
Manage episode 374509005 series 3469417
Content provided by Scott Searles. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Scott Searles 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.

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. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn't the right fit for you? 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?

Show Notes & Info:

Schedule A Call With Scott: talkwithscott.net

Tax-Free Toolkit: https://5p7b1gdm.pages.infusionsoft.net/

  continue reading

132 episodes

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