Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
…
continue reading
内容由Mark Kemp提供。所有播客内容（包括剧集、图形和播客描述）均由 Mark Kemp 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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Ep 15: Finding the Right Financial Advisor
Manage episode 297612487 series 2824641
内容由Mark Kemp提供。所有播客内容（包括剧集、图形和播客描述）均由 Mark Kemp 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.
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continue reading
What we discuss on this episode:
0:42 - Why we are talking about this today.
1:41 - Chemistry
2:03 - Will you care enough to tell me the truth?
3:01 - Client story
5:54 - Character
10:12 - Ask them how they get paid
12:32 - Designations and experience
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56集单集
分享
Manage episode 297612487 series 2824641
内容由Mark Kemp提供。所有播客内容（包括剧集、图形和播客描述）均由 Mark Kemp 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Working with a financial advisor will be one of the most important professional relationships you'll have in life, but it can be hard figuring out who to trust your future with. Today we'll share the key skills and traits you should be looking for in an advisor along with some of the questions you need to ask.
…
continue reading
What we discuss on this episode:
0:42 - Why we are talking about this today.
1:41 - Chemistry
2:03 - Will you care enough to tell me the truth?
3:01 - Client story
5:54 - Character
10:12 - Ask them how they get paid
12:32 - Designations and experience
Contact:
If you have any questions, call 215-513-4330 or visit https://www.kempharvest.com/
56集单集
所有剧集
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类似 Retirement Plain & Simple 的节目
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
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…
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Paisa Vaisa is India's leading podcast on personal finance with 1m+ downloads, 130+ hours of content and conversations, 150+ guests, and 300+ episodes. Since 2017, Paisa Vaisa has interviewed experts across the spectrum of personal finance covering diverse topics such as mutual funds, stocks, housing, loans, education, crypto, and much more. Listen in now to make smarter decisions with your money!
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Player FM -播客应用
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使用Player FM应用程序离线！
