Episode description

Perhaps you’re really starting to come into your own as an earner and thinking you could benefit from working with a financial advisor. Maybe you’ve met with several people who all call themselves financial advisors, but were surprised to discover that there was no consistency at all in what they did or the services they offered. You may also be wondering why so many advisors charge for their services in completely different ways.

If your initial research into the world of financial advisors has left you with more confusion than clarity, today’s episode of Profit Boss® Radio is for you.

A great financial advisor is someone who you can trust deeply - and who prioritizes your success above everything else. They should help you create a world-class investment experience uniquely suited for your needs, give you the tools to thrive in life, and help you create a legacy and estate that you’ll be able to pass on to the next generation.

So, do you want to know the most important questions to ask, the red flags to look out for, and what a great relationship with a financial advisor can do for you? Then you don’t want to miss this episode. Tune in to Profit Boss® Radio today!

Here’s what you’ll find out in this week’s episode of Profit Boss® Radio:

• Why there’s so little consistency between people who call themselves financial advisors.
• Why I don’t like annuities - and why I don’t consider financial advisors who predominantly sell life insurance to be real financial advisors.
• The qualities to look for in a potential financial advisor.
• Understanding the difference between a fee-only and fee-based financial advisor.
• How to work with a financial advisor to create a world class portfolio that’s low cost, high performance, diverse, evidence-based, and built to weather market cycles.
• Why tax minimization, lifestyle coaching, insurance recommendations, and mortgage analysis can all be provided by the right financial advisor.
• What an empowering, meaningful cash flow actually looks like.
• Why almost every prospective client I speak with has horror stories about past advisors - and how to find someone who you can actually trust.

Show Notes

To get access to the full show notes, including resources mentioned, transcript, and a complete breakdown of the End of Year Wealth Building Checklist, visit HilaryHendershott.com/157.

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Hendershott Wealth Management, LLC and Love, your Money do not make specific investment recommendations on Love, your Money or in any public media. Any specific mentions of funds or investments are strictly for illustrative purposes only and should not be taken as investment advice or acted upon by individual investors. The opinions expressed in this episode are those of Hilary Hendershott, CFP®, MBA.