The Financial Answer

Financial planning guidance from West Tennessee’s Nathan O’ Bryant.

Finding the Right Financial Advisor

Posted on July 2nd, 2020

How do you know if you have the right advisor? And how do you know if it’s time to switch? Nathan talks through what to look for in an advisor and how to make a decision on the right one for you.

Show Notes, Resources & Contact Info:


0:29 - Nathan is excited to celebrate the 4th of July. 

3:41 - What should you be getting from a financial advisor? 

6:19 - When should you change advisors?

9:19 - How can you tell if a prospective advisor will work well for you?

12:02 - Be yourself when working with your advisor.

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