Choosing Your Advisor Team
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Choosing Your Advisor Team
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In this episode, we have a VERY special guest. Our very own CEO and Lead Wealth Advisor, James Warner!
James, Robyn, and Erin discuss what to look for in an advisor, how to ask the right questions, and why it's okay not to know all the technical terms.
They suggest that it's important to connect with an advisor who listens, explains clearly, and puts your best interests first. Finding the perfect "fit" in both personality and communication style is super important and, finally, weighing out the value of designations like Certified Financial Planner, CFP® (like James) and what that means as you plan for your financial future.
Another key factor in choosing your financial advisor is the importance of collaboration between your financial, tax, and legal professionals.
Robyn, James, and Erin encourage you not to stress, you don't have to go it alone. The right team will help you make confident, informed decisions and keep your legal lives in good order for years to come. Enjoy this latest episode!