How to Choose A Financial Advisor (EP. 77)

By dearrochesterretirewell | February 7, 2024

Choosing a financial advisor is a crucial decision that requires careful consideration since it involves entrusting someone with your financial future. Before making this choice, it is essential to have a clear understanding of your financial needs and goals, as these factors will determine the type of advisor best suited for you.

The ideal financial advisor should not merely be a service provider but rather a dedicated partner in your financial journey, someone with whom you feel a sense of comfort and confidence in their ability to manage your money effectively.

In today’s episode, David Pulcini unveils the key considerations before embarking on the journey of selecting a financial advisor. He also provides valuable insights into the kind of advisor that fits you best.

Furthermore, David shares a list of 14 questions that listeners should ask any potential financial advisor. These questions range from exploring the advisor’s unique approach to retirement planning to understanding how they tailor strategies to meet individual client needs.

Lastly, he outlines a four-step guide to assist listeners in making an informed decision when choosing a financial advisor and reveals why opting for an advisor from a large firm might not be the most suitable choice.

Watch The Full Episode on Youtube: https://youtu.be/mYtMH8gyhS8

During this episode, you will learn about:

[00:38] What’s in for you in today’s episode: How to choose a financial advisor

[01:23] What you need to do before selecting a Financial Advisor

[03:35] https://sixpointfp.com/

[03:52] What kind of financial advisor should you look for?

[06:32] 14 questions you should ask any financial advisor

[09:28] What does SixPoint mean?

Website: https://sixpointfp.com/

[10:01] 4 steps to help you when choosing a financial advisor

[11:19] Why you should not choose an advisor from a large firm

[12:56] Get in touch with with David Pulcini: https://sixpointfp.com/

Key Takeaways:

Before selecting a financial advisor, you should understand your financial needs and goals. [01:22]
Your needs will dictate the type of advisor best suited for you. [01:43]
You need to feel comfortable and confident in your advisor’s ability to manage your money. [08:46]
Your financial advisor should feel like a partner in your journey, not just a service provider. [09:01]
Choose a financial advisor who not only has the expertise, but also aligns with your financial vision. [12:42]

Book Time with David Pulcini: