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Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
Most advisors are well-intentioned, but not all advisors are the right advisor for you. Scott breaks down the warning signs that often get overlooked when choosing—or staying with—a financial advisor. This conversation uncovers the habits, behaviors, and patterns that separate real planners from product-pushers and pretenders. It’s a straightforward guide designed to help you protect your money, trust your advisor, and feel confident in your long-term plan. And by the end, you’ll know the red flag most people miss until it’s far too late.
Here’s what we cover in this episode:
🔄 The Job Hopper: advisors who bounce from firm to firm
📦 One-Size-Fits-All Planning: when every client gets the same solution
💼 Always in Sales Mode: constant pitching instead of real planning
❓ No Information Gathering: watch out when advisors make recommendations without learning your goals
📵 Radio Silence: advisors who disappear after the paperwork is signed
🎬 Clickbait gurus: solo advisors with no support team
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📚🛠️ Check out Scott's book, Exceptional Retirement, and Retirement Toolkit
Download here 👉 https://keap.page/bu413/exceptional-retirement-youtube.html
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📰 Read our latest articles on Kiplinger:
https://www.kiplinger.com/author/scott-m-dougan-rfc-investment-adviser
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