The REAL Truth About Hiring A Financial Advisor (15+ Years of Insider Knowledge)

Former financial advisor and CFP Leisa Peterson reveals the truths she discovered after more than a decade in the industry. In this video, you'll learn:
-Why Leisa left the advising industry
-The 4 crucial things to look for in a financial advisor
-8 key questions to ask before hiring an advisor
-Major red flags to watch out for
-How to build your financial dream team
Whether you're considering hiring an advisor or want to manage your own finances, this insider's perspective will help you make informed decisions about your financial future.
I forgot to include this in the video - but it is helpful to know:
Key aspects of a fiduciary financial advisor include:
-Duty of care: They must make informed, prudent decisions based on thorough research and analysis.
-Duty of loyalty: They must avoid conflicts of interest and disclose any potential conflicts that may arise.
-Transparency: They should be clear about their fees, compensation structure, and any potential conflicts of interest.
-Comprehensive approach: They typically look at a client's entire financial picture, not just one aspect like investments or insurance.
-Client education: They should be willing and able to explain their strategies and recommendations in terms the client can understand.
Timestamps:
Free Resource: Download my Financial Advisor Question Checklist:
wealthclinic.s...
To learn more about CFP and find a CFP professional, go to: www.cfp.net/
#FinancialAdvice #WealthBuilding #PersonalFinance
Disclaimer: This video is for educational purposes only and does not constitute financial advice. Always consult with qualified professionals for your specific situation.
To learn more about Leisa Peterson go to: www.wealthclin...
To learn more about Leisa's book, The Mindful Millionaire, go to: www.mindfulmil...
To find out which of your chakras is out of balance when it comes to money - take Leisa's money and chakra quiz: www.wealthclin...

[@vickilindgren4341]

A friend sent one of your clips to me. Thank you so much. You’ve GREATLY encouraged a frightened 72 year old widow.

[@wealthclinic]

grateful to help in any way I can :)

[@huy3967]

Really good advice. Thank you!

[@wealthclinic]

Glad it was helpful!

[@deborahvella2323]

Thanks you are very good example 🙏🇦🇺

[@wealthclinic]

Hope you enjoyed this video. Free Resource: Download my Financial Advisor Question Checklist (no opt in required!) wealthclinic.s3.us-west-2.amazonaws.com/Foundations/How%2Bto%2Bselect%2Byour%2BFinancial%2BDream%2BTeam%2B-%2BMM%2Bcommunity%2Blogo.pdf

[@sisco302]

Very good video. But you just disqualified about 95% of financial planners. 😂 It’s not their fault. It’s a financial industry thing. In all seriousness….Thank you for this.