I think you absolutely have to evaluate anybody you work with, just like you should evaluate any insurance company you’re using for automobile and homeowners, you always evaluate.
MARK FRICKS
ATLANTA – When’s the last time you reevaluated your relationship with your financial advisor? This episode discusses critical factors like communication issues, alignment of financial goals, fee transparency, and the importance of a fiduciary relationship.
• Importance of regular communication with your advisor
• Adaptability of your advisor in line with your changing goals
• Understanding fees and ensuring transparency
• Seeking new perspectives and ideas from financial professionals
• Addressing ethical concerns and prioritizing trust in the advisor relationship
• Recognizing the distinction between general financial advisors and retirement planners
