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How To Find A Financial Advisor

Sean Kernan

Finding a trustworthy financial advisor often feels daunting. Everywhere you look, from banks to online platforms, there seems to be someone offering financial advice. I'm Sean Kernan, and with over 20 years of experience in the industry, I've dedicated my career to navigating this complex landscape. 


My podcast, "How To Find A Financial Advisor," aims to demystify the process and guide you toward making informed choices.


The financial industry is crowded with professionals from various backgrounds. These range from insurance agents and bankers to accountants and even family members, each offering their own perspective on your financial planning. 


Through my podcast, I help you understand who you can trust and why. It's crucial to separate the good advice from the bad, and that's where I come in.


Having supervised other financial professionals for most of my career, I have seen the inner workings of the industry. This experience has given me a unique vantage point on what makes financial advice truly valuable. 


On the podcast, I draw on these insights to clear up common misconceptions about financial advisors. We delve into everything from determining if you need one at all to spotting warning signs that should make you reconsider your choices.


Our discussions are straightforward and aim to cut through the noise. With every episode, you'll gain clearer insights into what a reliable financial advisor should offer. The goal is to empower you with the knowledge to choose wisely.


Each episode tackles a different aspect of finding a financial advisor. We explore how to evaluate their credentials, understand their strategies, and align their services with your financial goals. This is essential for anyone looking to secure their financial future.


"I love learning about the good, the bad, and the ugly of financial advice" is more than just a saying for me. It's a professional mantra that drives the content of this podcast. By sharing both positive experiences and cautionary tales, I help listeners navigate the complex world of financial planning.


Listening to "How To Find A Financial Advisor" is like having a seasoned expert guide you through a maze. My aim is not just to provide answers but to equip you with the right questions to ask. This ensures you engage with financial advisors from a position of strength and knowledge.


We also discuss the practical side of financial advising. This includes how to effectively communicate with your advisor and set realistic expectations. Understanding these dynamics can significantly enhance the advisor-client relationship.


Join me, Sean Kernan, on this journey through the financial advisory landscape. Whether you’re establishing a new financial plan or refining an existing one, this podcast is your guide to doing it right. 


Tune in to transform your approach to choosing a financial advisor. With each episode, you'll move closer to finding someone who genuinely cares about your financial interests.





Episodes
The FASTEST and EASIEST way to confirm that your financial advisor is NOT running a scamJune 17, 2024
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How to check a financial advisor's public disciplinary history June 17, 2024
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What if I am wrong?June 17, 2024
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If your financial advisor only recommends annuities, they aren't a financial planner or advisorJune 17, 2024
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When you should definitely NOT invest in an annuity!June 17, 2024
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Why you would want a CFP financial advisor — and 3 reasons it may not matter as much as you thinkJune 17, 2024
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Pros & Cons of working with a newer financial advisorJune 17, 2024
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When you would NOT want a fee-only financial advisorJune 17, 2024
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How to Think About CostsJune 17, 2024
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What does "I am a fiduciary" even mean?June 17, 2024
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How to upgrade your financial advisor — at half the cost and twice the valueJune 13, 2024
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Dirty little secrets of financial advisor compensation modelsJune 13, 2024
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The WRONG questions to ask a potential financial advisorJune 13, 2024
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The 80/20 ruleJune 13, 2024
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Beware of must-have lists for your financial advisorJune 13, 2024
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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisorJune 13, 2024
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How to get 18 potential fit financial advisors in 24 hoursJune 13, 2024
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The secret of interviewing a potential financial advisorJune 13, 2024
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Compared to what?June 13, 2024
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Why would you pay a 1% per year AUM financial advisor fee?April 22, 2024
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How do I ask my financial advisor what my fees are?April 22, 2024
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Financial Advisor Fees - a surprisingly simple question to see if you're a good fit for an advisorApril 22, 2024
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How to Make Perfect Short-Term PredictionsApril 22, 2024
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The surprisingly simple BEST question to ask a financial advisorApril 22, 2024
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How to find a financial advisor - evaluating the common questions you're told to ask April 22, 2024
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