Searching For a Financial Advisor on NAPFA.org

Finding a Trustworthy Financial Advisor

Section 1 - Why You May Need a Financial Advisor

Section 2 - Why Some Financial Advisors Get a Bad Wrap

Section 3 - The Financial Advisory World

Section 4 - Researching Financial Advisors

Websites to Search For Financial Advisors and Getting Referrals (10:17)
What Are Their Qualifications? (5:15)
Do They Have Any Professional Designations? (6:09)
Ethics (4:08)
Think They Will Pitch You Products? (4:41)
What's Their Target Niche? (4:50)

Section 5 - How Financial Advisors Make Money

Commissions (11:59)
Should You Work With a Financial Advisor That Earns Commissions? (3:00)
Fee-Based (4:57)
Should You Work With a Fee-Based Financial Advisor? (2:19)
Fee-Only (12:19)
Should You Work With a Fee-Only Financial Advisor? (3:13)
Which Compensation Method Is Best For You? (3:38)
How Advisory Fees Can Affect Your Balances Over Time (6:35)

Section 6 - The Initial Meeting

Preparing to Meet With Financial Advisors (2:42)
First Impressions (4:47)
Questions to Ask During The Initial Meeting (Part 1) (4:29)
Questions to Ask During The Initial Meeting (Part 2) (8:13)
Questions to Ask During The Initial Meeting (Part 3) (7:11)
The Big Decision (4:44)

Bonus Section!

Is Your Advisor Keeping Their Promise? (5:56)
When You May Only Need a Robo-Advisor (9:06)
Benefits of Using a Virtual Financial Advisor (9:12)
Searching For a Financial Planner on GarrettPlanningNetwork.org (6:50)
Searching For a Financial Advisor on NAPFA.org (6:10)
Searching For a Financial Planner on LetsMakeAPlan.org (4:44)
Searching For a Financial Advisor on XYPlanningNetwork.com (4:02)
Using the FINRA Website to Research Financial Advisors (7:29)
Using the SEC Website to Research Financial Advisors (5:30)

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