Whether through a friend of a friend or on FinTok, there are a lot of ways to find a financial advisor these days. Picking the right person for your needs is a different story.
“If you can’t make a connection, chances are the advice might be a little sterile because it’s not about you,” said Paul Brahim, a certified financial planner and president of the Financial Planning Association.
Fortunately, there are some tried-and-true rules for vetting a financial professional, as well as a few key red flags to watch out for.
Before initiating what could be one of your most important relationships, here are those warning signs, according to experts.
Here’s a look at other stories affecting the financial advisor business.
