How to Spot a Good or Bad Financial Adviser
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How to Spot a Good or Bad Financial Adviser
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Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for anyone considering financial advice.
Shownotes: https://meaningfulmoney.tv/session609
Everything You Need To Know
04:00 - life vs product
05:18 - listens vs talks
06:40 - behaviour vs numbers
08:25 - clear vs vague
09:38 - plain English vs jargon
11:21 - transparent fees vs evasive costs
13:12 - probabilities vs certainties
14:48 - evidence based vs secret 'sauce'
16:15 - calm vs urgent
17:46 - facts first vs opinions first
19:50 - "I don't know" vs blagging
20:44 - written rationale vs 'trust me'
21:41 - respects advisers vs criticises advisers
23:40 - growth & protections vs chasing returns
25:31 - professional vs sloppy
Cheatsheet: https://meaningfulmoney.tv/adviser-checklist
Everything You Need To Do
29:18 - ignore unsolicited approaches
31:58 - verify they're legit
33:48 - get fees and scope in writing before committing
36:36 - first meeting questions
43:40 - pressure test
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