5 Financial Advisor Red Flags You Can’t Ignore

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How do you know if the financial advisor you’re working with is actually the right fit or a costly mistake waiting to happen? Steve pulls back the curtain and shares five major red flags that often show up in unhealthy advisor relationships. If something feels off, this conversation will help you trust that instinct and know what to do next.

Here’s some of what we discuss in this episode:

📋 One-Size Plans: generic strategies ignoring personal goals

🛒 Sales Mode: product pushing over real planning

🔍 Missing Discovery: little effort to understand your unique situation

💬 Fee Transparency: unclear costs and compensation

🗣️ Dominant Advisors: talking more than listening

🤝 Building Trust: relationships grounded in clarity and respect

Get your copy of Power Up Your 401K in our toolkit: https://keap.page/ngt919/toolkit.html

Follow along on YouTube: https://www.youtube.com/channel/UCEE5ZkDedYTsKzkh2UxQ9Sg

Book your 401(k) Onboarding Meeting with Steve: https://calendly.com/steven-powerhouse-advisor/401-k-retirement-meeting-1-hour-clone?month=2024-12

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