Does Your Financial Advisor Need to Be Local?
About this episode
Greg and Kristin discuss the importance of factors beyond proximity when choosing a financial advisor.
In this episode, Greg and Kristin explore whether proximity really matters when choosing a financial advisor—or if something else matters more. Greg and Kristen share a powerful story about a local woman who loved her longtime advisor but sought a second opinion after moving closer to Columbus. The conversation highlights why focus, experience, coordination, and comfort matter far more than zip code. You’ll hear what to look for in a retirement-focused advisor, why “perfect” doesn’t always mean complete, and how the right questions—and the right fit—can change everything. 🕒 Don’t leave retirement to chance—claim your FREE consultation now. See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Greg, Kristin, Kristen
Topics covered
- financial advisor
- retirement planning
- local vs remote advisors
Keywords
- financial advice
- retirement-focused advisor
- client comfort
Mentioned in this episode
Products: FREE consultation
Places: Columbus
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- The Problem With “One-Stop Shop” Financial Firms
- Should You Wait Until 70 to Claim Social Security?
- Is Financial Secrecy a Form of Cheating?
- Can AI Plan Your Retirement? What Technology Can—and Can’t—Do.
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