Your financial advisor is like your doctor. You better have the right one, or you are going to be in trouble. And unfortunately, a large percentage of people in the financial industry are not advisors at all. In fact, they are simply financial salespeople, and their job is to sell you investments. A financial advisor is someone who can advise you on a wide array of financial situations, and the fact of the matter is that many of the people in the industry do not have the knowledge or certifications to do that.
So what are some of the most important things to look for when you are seeking a financial advisor? Host Lou Scatigna, CFP® provides insight on that during this segment from The Financial Physician.