The Best Qualities of a Good Financial Advisor
Any time you hire someone to do a specific job for you — whether it’s painting your house, fixing your car, or anything else — you want to know that you’re getting value for your money, and that your project goals are going to be met. Otherwise, you’re simply wasting your money and everyone’s time. The same holds true when it comes to hiring a financial advisor. It should go without saying that the person who’s handling your life savings has to be trustworthy, but you should also expect to receive something from them that you wouldn’t have otherwise been able or willing to achieve on your own. But what should those expectations be? In this week’s edition of Lucia Capital Group Weekly, you’ll hear from “Professor” Rick Plum, CFP®, about what he believes are the qualities of a good financial advisor, and what expectations you should reasonably have for that individual.