The Key Traits to Look for When Choosing a Financial Advisor

April 10, 2025

Choosing a financial advisor can feel a lot like walking down the condiment aisle at the grocery store- everything might look the same at first glance, but what’s inside makes all the difference. So, how do you know who to trust when every advisor seems to come with the same title and promises? In this episode, Rob breaks down what truly sets a great advisor apart and highlights the key qualities to look for.

Tune in to learn why an advisor’s role goes far beyond just giving advice. From red flags to watch out for to essential questions to ask during your search, this conversation pulls back the curtain on what working with a thoughtful, relationship-first advisor should really look like- and how to find someone who’s truly dedicated to helping you live your best life.

Here’s what we discuss in this episode:

🛠️ Great advisors don’t just build plans, they help you follow through with them

⚖️The Big “F” Word: Fiduciary! The person legally obligated to put your interests first

🔍 Look for transparency, customization, and care, not just a cookie-cutter solution

📞 Ask for references and find out who their ideal client is

📋 A meaningful discovery process should focus on your goals, not your assets

0:00 – Intro

2:01 – The Role of a Financial Advisor

3:37 – Why Do I Need a Financial Advisor?

4:50 – Key Traits To Look For

9:18 – Top Questions to Ask a Financial Advisor