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Episode Show Notes:

Today we’re chatting about characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?

Here’s some of what you’ll learn in this episode:

  • How do you develop trust with a financial advisor? (1:18)
  • What kind of credentials should you look for when choosing an advisor? (5:02)
  • How much should likeability and rapport play into the relationship? (6:20)

We answer these questions in depth on the show, but let us know if you have any other financial queries.


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