🛡️💼 How Do You Know If Your Advisor Is Really Working for You?

About this episode

The episode discusses how investors can determine if their financial advisor is acting in their best interest and highlights the importance of trust and transparency.

A recent case involving a Georgia advisor who pleaded guilty to a $380 million Ponzi scheme is a scary reminder: trust matters... and so does transparency. ⚠️ In this interview, Peter with Richon Planning and Erin Kennedy walk through how investors can evaluate whether their advisor is truly acting in their best interest, what red flags to watch for 🚩, and what questions every client should feel comfortable asking. Because protecting your financial future starts with choosing the right advisor. 🔐If you'd like a second opinion, or if you'd simply like to work with an advisor who values transparency and making sure clients feel educated and empowered, please call Peter at (919) 300-5886 or visit www.RichonPlanning.com

People in this episode

Host: Richon Planning

Guests: Peter, Erin Kennedy

Topics covered

• financial advisors
• trust
• transparency
• investor protection
• Ponzi scheme
• red flags
• client questions

Keywords

• financial advisor
• Ponzi scheme
• trust
• transparency
• investor evaluation
• red flags
• client questions

Mentioned in this episode

Organizations: Richon Planning

Places: Georgia

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