5 Financial Advisor Red Flags You Can’t Ignore скачать в хорошем качестве

5 Financial Advisor Red Flags You Can’t Ignore

💼 Want expert help in planning for your financial future? Apply for a consultation here 👉 https://calendly.com/erg-kc/introduct... Most advisors are well-intentioned, but not all advisors are the right advisor for you. Scott breaks down the warning signs that often get overlooked when choosing—or staying with—a financial advisor. This conversation uncovers the habits, behaviors, and patterns that separate real planners from product-pushers and pretenders. It’s a straightforward guide designed to help you protect your money, trust your advisor, and feel confident in your long-term plan. And by the end, you’ll know the red flag most people miss until it’s far too late. Here’s what we cover in this episode: 🔄 The Job Hopper: advisors who bounce from firm to firm 📦 One-Size-Fits-All Planning: when every client gets the same solution 💼 Always in Sales Mode: constant pitching instead of real planning ❓ No Information Gathering: watch out when advisors make recommendations without learning your goals 📵 Radio Silence: advisors who disappear after the paperwork is signed 🎬 Clickbait gurus: solo advisors with no support team 0:00 – Intro 1:57 – Red Flag #1: The Job Hopper 4:56 – Red Flag #2: One-Size-Fits-All 7:18 – Red Flag #3: Always in Sales Mode 9:50 – Red Flag #4: Little or No Information Gathering 13:24 – Red Flag #5: Radio Silence 16:21 – Bonus Red Flag: Clickbait Titles 📞 Call us: 913-393-4724 🌐 Visit our podcast website:  https://listentoscott.com/ 📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit Download here 👉 https://keap.page/bu413/exceptional-r... 📰 Read our latest articles on Kiplinger: https://www.kiplinger.com/author/scot... 📌 Follow us for expert retirement planning tips!   / elevatedretirementgroupkc   #retirement #retirementplanning __________________________________________________ This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy. You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video. Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability. Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC. Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.