Latest / TaylorMade Retirement with Taylor Demars, CFP®
5 Financial Advisor Red Flags You Can’t Ignore
What signs reveal an advisor isn’t truly planning for your best interest? Most people only ever work with one financial advisor, which makes it easy to miss warning signs that the fit isn’t right. Taylor breaks down the subtle but important red flags that often get overlooked, especially when you don’t know what “normal” should look like. And some of these red flags are so common you may not realize they’re red flags at all.
Here’s what we discuss in today’s show:
📜 The “Long Resume” Problem: why a scattered work history can be misleading
📦 One-Size-Fits-All Advice: when every client gets the…
The skinny
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