About this episode
In this conversation, Brent and Rob discuss the critical aspects of hiring a financial advisor, emphasizing the importance of trust, understanding fiduciary responsibilities, and aligning values with financial goals. They share personal experiences and insights on navigating the complexities of financial planning, the significance of asking the right questions, and the necessity of building a strong advisor-client relationship. The discussion also highlights the generational shift in financial planning, where individuals are now responsible for their retirement savings and investment decisions, making the role of a financial advisor more crucial than ever. Links, resources, books mentioned: Visit Episode Website Newsletter Sign Up Follow us: Instagram , LinkedIn , Facebook , YouTube BrokerCheck Investment Adviser Public Disclosure Topics we are covering in this episode: Hiring a financial advisor is a significant decision that requires careful consideration. Trust is the most important factor when choosing a financial advisor. Understanding the difference between fiduciaries and salespeople is crucial. Asking the right questions can help you evaluate potential advisors effectively. It's essential to align your financial advisor with your personal values. The timing of hiring a financial advisor can impact your financial future, especially before retirement. Regular communication with your advisor is key to a successful relationship. Newer advisors can be effective if they have a strong support team behind them. Understanding your relationship with money can guide your financial decisions. You should feel comfortable discussing your financial situation with your advisor.