Artwork for podcast FPOG: Financial Planning for Oil & Gas Professionals
Mistakes to Avoid When Hiring an Advisor
Episode 1212th November 2021 • FPOG: Financial Planning for Oil & Gas Professionals • Brownlee Wealth Management
00:00:00 00:36:58

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In this episode we discuss the most common mistakes we see people make when hiring an advisor. We discuss why hiring an advisor who answers your questions isn't enough, the multiple advisor diversification fallacy, how to determine who the hero of the relationship is, and delineating cost from value.

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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.