
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
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…
Recent episodes
- Retire as You Desire with Bill Bloom | Financial Planner Search2 Sept · 33 min
- Divorce, Money & Starting Over with Leah Hadley | Financial Planner Search27 Aug · 29 min
- Turning a Big Number Into a Paycheck with Josh Ackerman | Financial Planner Search25 Aug · 33 min
- Leaving Product Sales Behind with David D'Albero & Carmine Coppola | Financial Planner Search20 Aug · 35 min
- Garden-Glove Service for Family Offices with Jack Dwyer | Financial Planner Search18 Aug · 32 min
- Life Beyond the Retirement Number with Andy Schelitzche | Financial Planner Search14 Aug · 34 min
- Why Business and Personal Money Can't Stay Separate with Ryan Staton | Financial Planner Search11 Aug · 40 min
- The Tax Problem Retirees Can't Name with Michael Mezheritskiy | Financial Planner Search6 Aug · 32 min
- Put Consumers in Charge of Finding Advisors with Brian Thorp | Financial Planner Search4 Aug · 29 min
- Putting Your Neck Out for Clients with John Llodra | Financial Planner Search29 Jul · 31 min