Spotting Red Flags
Financial Advisors to Avoid
Bonnie Kirchner, CFP®, MST
Unfortunately, taking a leap of faith is part of hiring a financial advisor. If you do your homework, most likely it will work out for the best. At the very least, you will keep your assets and peace of mind out of harm’s way by avoiding the Bradford Bleidts and Bernard Madoffs of the financial advice world. Fortunately, there really are more decent financial advisors out there who are dedicated to the craft and their clients than there are evil ones who are only out for themselves.
Red flags can pop up at various stages during your journey in search of the perfect advisor. Pay attention to them as they will not only help you narrow down your list of potential candidates, ...
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