Finding a trustworthy and competent financial advisor is essential for securing your financial future. After all, they play a vital role in helping you make informed decisions about your money, investments, and long-term financial goals. But how can you separate the wheat from the chaff? How can you identify problematic personalities that might indicate an advisor isn’t the right fit for you?

In part one of this two-part series, we’ll explore how to identify five of these advisor personalities, including “The Ghost,” “The One-Trick Pony,” “The Jargon Juggler,” and more. We’ll cover what you should do if you encounter them and the importance of finding the right advisor for your comfort level and needs. Be sure to tune into next week’s episode where we’ll cover 5 more rogue personalities!

Here are some of the things we’ll address in this episode:

• “The Ghost” who disappears after the initial deal [2:56]
• “The One-Trick Pony” with limited capabilities [6:10]
• “The Jargon Juggler” who overuses complicated terms [8:15]
• “The Conversation Hog” who doesn’t listen or ask questions [11:38]
• “The Expensive, But Empty, Suit” who appears impressive but lacks substance and expertise [14:40]

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.