Скачать или смотреть What to Look For (and Avoid) in a Financial Advisor: Communication - Worth Asset Management

When it comes to financial planning, communication makes all the difference. In this short video, I share four signs I believe every great financial advisor should demonstrate. Because it's not just about managing money, it's about building a partnership you can trust.

Here’s what I look for:
Clear explanations without overwhelming jargon
Prompt, reliable communication
Transparency through client references
A comprehensive approach that goes beyond just investments


These are the green flags I’ve built my practice around and I believe they matter for your financial journey too.

Thanks for watching. If you have any questions or want to talk more about your financial goals, feel free to reach out.

--
Family. Health. Helping others with their wealth management and retirement planning. Spending time with loved ones. Traveling. Providing the best possible experience to my clients. These fundamentals are what’s most important to me. And when we begin your financial and retirement planning journey together, I will want to know what’s most important to you too.

Learn more by visiting https://joedowdall.com/.