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Tips for Finding the Right Investment Advisor Part 2

Markets got you down? Now may be a good time to team up with a good investment advisor - Part 2

By
Andrew Horowitz
5-minute read
Episode #80



Continue to ask your friends about their advisors. Find out what they like or dislike about them. Then, interview two or three of the best candidates for the job. Hold yourself back from picking the one with the cheapest services because you are most likely to get what you pay for.

Never underestimate the importance of written materials. If a potential advisor has written and published articles, a book, or a newsletter that you can read—something more than a shiny and colorful brochure—at least you can see what areas they have specific knowledge an expert in something.

Cha-ching! That's all for now, courtesy of Andrew Horowitz, your guest host for Money Girl’s Quick and Dirty Tips for a Richer Life.

As I had promised, some important information...in fact two items for you...As you know, I am the guest host and that means that my time filling in for The Money Girl is almost up. I hope you have enjoyed and learned from the dozen or so shows I have created. Now is a great time to subscribe to my podcast, The Disciplined Investor on iTunes. It is free and you are sure to get a few investment tips along the way.  Or keep tuning in to my regular show on Quick and Dirty Tips, The Winning Investor.

The next episode of The MoneyGirl will introduce the permanent host that has been working hard to bring you great money tips. Her name is Laura Adams and next episode, we will both be here to share with you our favorite sites and resources for finance and money.

Image courtesy of Shutterstock

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