Episode #9: How To Hire The Right Financial Advice-Giver

When you're hiring a financial professional, you need to be careful that you're finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We'll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.

The Bird’s Eye View:

When you’re hiring a financial professional, you need to be careful that you’re finding the right advice-giver. Not all advisors are made the same. On this episode, Scott will detail the difference between a fiduciary advisor and one who only adheres to the suitability standard. We’ll also cover the important questions to ask a prospective financial professional and tell you how to do a background check on your advisor.

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As mentioned in this week’s episode, don’t forget to check out FINRA and SEC Advisor Search to get important background information on your future (or current) financial advisor. And for some more tips on how to find the right financial professional, here’s a bit of reading material on The Value Of An Objective Opinion.

Your Guide:

Scott Dougan, RFC, Investment Advisor – Contact

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ABOUT YOUR HOST...

Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.

Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.

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Episode #9: How To Hire The Right Financial Advice-Giver

The Bird’s Eye View:

Your Guide:

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