Advice About Choosing Advisors From… Advisors
In this episode, the conversation continues between Yuanduan, Hariz and Elijah, who dive deep into what beginners might forget when choosing their own financial advisors for the very first time. Contentious subjects come up, including common insurance mistakes. Talking points include:
- Is it safe to hire your friend or family member as a financial advisor?
- What can we do if our financial advisors turn out to be bad for us?
- How do we evaluate early on if we’re over-insured for our age?
- What even is the difference between an insurance agent and a financial advisor?
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