Скачать или смотреть Finding the right financial adviser during and after divorce

Jamie M. Lima emphasizes the importance of choosing the right financial adviser during a divorce. He outlines his qualifications and the role of a CDFA®, shares a real-life example of financial misunderstandings, and offers guidance on post-divorce financial planning. He also covers how to verify an adviser's background, explains fiduciary vs. suitability standards, and provides tips on beginning the search and questions to ask potential advisers.



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(0:00) Introduction to the episode
(0:21) Discussing the importance of hiring the right financial adviser
(0:52) Jamie M. Lima's qualifications and background
(1:37) The role of a CDFA® in a divorce
(3:05) Real-life example of financial misunderstandings in divorce
(5:09) Post-divorce financial planning assistance
(7:28) Resources for verifying an adviser's background
(9:26) Fiduciary standard vs suitability standard
(11:12) How to start searching for a financial adviser
(13:17) Questions to ask potential financial advisers
(21:22) Closing remarks and upcoming episodes