Joe Saul-Sehy, from Stacking Benjamins, comes to Think Enriched! A former financial advisor, he knows how to help you find an advisor who is the best fit for your family.
Today we talk about:
- How to find a quality financial advisor in a new location
- How do you know when you are ready to have an investor
- What kinds of questions to ask him/her.
- What kinds of questions he should be asking you.
- Why you are the rock star & he is the agent
- Why you should be driving your own Money Bus
- Why it can be dangerous to follow a money guru without seeing where you are in your financial journey.
- Joe tells us how he has ran at least one mile for 1,000 days
- How he won a Plutus Award and what that means for him in the financial community
- Joe shares a special link just for you, the Think Enriched community: StackingBenjamins.com/amy
Questions? Let's talk: firstname.lastname@example.org
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The episode "Joe Saul-Sehy| How to Find a Good Financial Advisor," first appeared on Think Enriched.