Ever felt uncomfortable walking into a bank or financial institution? Have you wondered what red flags you should look out for when working with a financial advisor? Welcome to episode nine of Keep Finance Queerd!! This week we are going to be talking about how to advocate for yourself at the bank as well as red flags to look out for when working with an advisor. The goal is that by the end of the episode you will feel more confident walking into a bank, and have some tools that will better equip you to find a financial advisor that works for you.
We will talk about:
- my awful experience with a bank advisor
- what advocating for yourself means
- how I learned to advocate for myself
- tips for feeling more confident in financial institutions
- red flags to look out for with financial advisors
& an exercise to help you recognize red and green flags in financial spaces!
Join the Queerd Community:
INSTAGRAM: https://www.instagram.com/ellyce.fulmore/
TIKTOK: https://www.tiktok.com/@queerd.co
WORK WITH ME: https://ellycefulmore.com/
Ever felt uncomfortable walking into a bank or financial institution? Have you wondered what red flags you should look out for when working with a financial advisor? Welcome to episode nine of Keep Finance Queerd!! This week we are going to be talking about how to advocate for yourself at the bank as well as red flags to look out for when working with an advisor. The goal is that by the end of the episode you will feel more confident walking into a bank, and have some tools that will better equip you to find a financial advisor that works for you.
We will talk about:
- my awful experience with a bank advisor
- what advocating for yourself means
- how I learned to advocate for myself
- tips for feeling more confident in financial institutions
- red flags to look out for with financial advisors
& an exercise to help you recognize red and green flags in financial spaces!
Join the Queerd Community:
INSTAGRAM: https://www.instagram.com/ellyce.fulmore/
TIKTOK: https://www.tiktok.com/@queerd.co
WORK WITH ME: https://ellycefulmore.com/