Finding the Right Advisor
Spiros Vassilakos · CEO & Private Wealth Advisor
How do you find the right advisor for you and your situation? There are a lot of great advisors out there but they won’t all be the perfect fit for you. An advisor should ask about your goals and understand what values you hold when creating a financial plan. What do you want your financial plan to accomplish and why?
You want to be able to have transparent conversations with your advisor. At the same time, they should be honest and open about investment fees and products they offer. Having an advisor you can trust is essential. On today’s episode, we’ll discuss the expectations you should set with your advisor, the warning signs it may be time to move on, and more.
What We Discuss Today:
- 1:33
- Setting expectations with your advisor
- 3:28
- Warning signs to be aware of
- 5:28
- Communicating with your advisor
- 6:38
- Having an advisor during a market downturn
- 8:18
- When an advisor no longer meets your needs
- 10:14
- How do you know it’s the right fit?
Quotable Moment:
“I’m a big believer that clients shouldn’t be paying for things they’re not using.” – Spiros Vassilakos”
This piece is adapted from The Audible Advisor, hosted by Spiros Vassilakos. It is educational in nature and is not individualized investment, tax, or legal advice.
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