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Mind Your Money Podcast is an extension of the great education and conversation the Bradshaw Rogers Financial Partners team has always believed in. This show will extend the kinds of financial and retirement planning topics we've covered over the years in our video series and blogs with the added ability to highlight and elevate some of the top business owners and leaders in and around Salisbury, NC.

Your hosts are Trent Bradshaw and Brandon Rogers of Bradshaw Rogers Financial Partners. If you would like to be a guest or ask Trent and Brandon a question, please reach out. Email office@bradshawfp.com or call 704-216-2260.

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Bradshaw Rogers Financial Partners and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.

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  2. Avoid These Mistakes When Choosing a Financial Advisor

Avoid These Mistakes When Choosing a Financial Advisor

Jul 2, 2024

Are you confident in your choice of financial advisor? In our latest episode of the Mind Your Money podcast, Trent Bradshaw and Brandon Rogers from Bradshaw Rogers Financial Partners discuss the common mistakes people make when selecting a financial advisor. Learn about the importance of understanding advisor compensation, the pitfalls of trusting big brand names, and the significance of checking credentials and fiduciary status. Don’t miss these valuable insights to help you make informed decisions about your financial future.

 

Here are some of the excuses we’ll discuss in the episode:

  • Not understanding how the advisor gets paid
  • Putting too much trust in a recognizable national brand name
  • Nodding and smiling instead of asking for clarification on things you don’t understand
  • Working with someone with the wrong specialty
  • Not checking credentials or the advisor’s background
  • Ignoring the advisor’s fiduciary status
  • Not covering expectations for communication style & frequency
  • Forgetting to ask about the advisor’s network and resources (like estate planning contacts, CPA relation-ships, etc.)
  • Not asking about the advisor’s succession plan
  • Not requesting examples of success stories or references

To hear more about these common mistakes and how to avoid them, listen to the full episode of the Mind Your Money podcast.

 

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260