RPU Cast Episode 7: Red Flags to Look For In A Financial Advisor (Ft. Rob DeLessio)
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RPU Cast Episode 7: Red Flags to Look For In A Financial Advisor (Ft. Rob DeLessio)
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In this special episode, hosts Jordan and Phillis welcome guest Rob DeLessio, a seasoned financial advisor for Strategic Wealth Designers. Together, they embark on an enlightening conversation covering three crucial topics.
First, the trio explores the art of introducing retirement concepts to the younger generation. Rob shares insightful strategies on how parents can engage their children in discussions about financial planning and instill the importance of early retirement considerations.
Next, they turn their attention to identifying warning signs when selecting a financial advisor. Rob draws from his extensive expertise to offer valuable advice on what to watch out for, ensuring listeners have the tools to choose a trustworthy and competent advisor.
In the final segment, Rob candidly recounts his personal journey into the world of financial advising. Listeners gain a behind-the-scenes look at the experiences and motivations that led Rob to become a trusted financial advisor, offering a unique perspective on the profession.