• What Should I Look for When Hiring a Financial Advisor?

  • Feb 10 2025
  • Length: 6 mins
  • Podcast

What Should I Look for When Hiring a Financial Advisor?

  • Summary

  • What exactly should you look for when hiring a financial advisor? In this episode of Retirement With/On Purpose, host Trevor Lawson breaks down the key factors to consider when choosing the right advisor for your financial journey. From finding a fiduciary who puts your interests first to ensuring they have experience with retirees like you, Trevor shares four essential qualities to look for—including why personality fit matters more than you might think. Whether you're preparing for retirement or looking for ongoing financial guidance, this episode will help you make a confident and informed decision.

    For more information and resources, visit Trevor-Lawson.com.

    Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

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