Financial VANtage Point Podcast

How to know if your financial advisor is ‘the one’

Synopsis: Whether in a prosperous bear market or during times of volatility driving economic uncertainty, it is common to feel unnerved about whether your advisor is the right person to work with or if you should be looking for someone new. In this episode, we’ll explore the different touch points and questions you should be having with your advisor to identify if they are the right fit for you.


A financial advisor should be a client’s CFO

Synopsis: The role of a financial planner has evolved over the years since it was first coined. Today, the goal of a planner should be to no longer simply manage money but earn a seat at clients’ dinner tables as trusted counsel—a CFO to the client CEO.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Zach Allegretti of JConnelly is not affiliated with or endorsed by LPL Financial or Van Leeuwen & Company LLC.