Financial Planner Search

About this podcast

<p>Finding a financial advisor is easy. Finding the <i>right</i> one is hard.<br /></p><p>Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.<br /></p><p>That's what <i>Financial Planner Search </i>is for.<br /></p><p>Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No…

47 episodes · business

Financial Planner Search

By Gregory Wilnau

About this podcast

<p>Finding a financial advisor is easy. Finding the <i>right</i> one is hard.<br /></p><p>Most advisors look the same on paper — credentials, services, a polished website. But what you actually need to know is how they think, how they treat people, and whether you'd even enjoy working with them.<br /></p><p>That's what <i>Financial Planner Search </i>is for.<br /></p><p>Each episode, we sit down with an independent financial advisor for an honest, in-depth conversation. No sales pitch. No…

Latest episodeFrom Labor to Capital with Eli Mikel | Financial Planner Search2 days ago35 min

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