A Northwestern Mutual study shows that 75% of people who work with an advisor feel financially prepared for retirement versus only 45% of people that don’t have an advisor. With so many firms out there, how do you find the right advisor for your financial plan?
There are a lot of factors to consider when hiring the right financial advisor, from trustworthiness, breadth of services, experience level and strategy approach. Hunter and Judson discuss the qualities and qualifications to look for in an advisor and how those traits can impact your portfolio and overall financial plan.
Have questions or ideas for Hunter and Judson? Reach out at cainwatters.com/wealth. Don’t miss an episode, subscribe and leave the guys a review on Apple Podcast, Spotify, or wherever you listen.
