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The 4 Questions That Actually Matter When Vetting an Advisor | Ep. 15
Anyone can call themselves a financial advisor. There is no license, no standardized exam, no single credential required, just the title, used by over 300,000 people across wildly different types of businesses. That makes it genuinely hard to tell from the outside what kind of experience you're actually going to get.
The real question is not whether an advisor is likeable, it is whether their business is actually built for someone in your situation, and whether they are upfront about how they work before you become a client.
Gideon and Jordan see this come up often on first calls: someone…
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