Warning Signs You Picked the Wrong Advisor
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Warning Signs You Picked the Wrong Advisor
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About this listen
📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/
📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html
How do you know if your financial advisor is actually a good fit, or quietly working against your best interests? In this episode, Ryan walks us through common red flags that signal an advisor may not be serving you well. From cookie-cutter plans to poor communication, they explain what to watch for before small issues become costly mistakes. A great advisor builds trust, listens well, and never leaves you feeling in the dark.
Here’s what we discuss in this episode:
📈 Overpromising Returns: unrealistic expectations and guarantees
🧾 Tax Blind Spots: missing long-term tax coordination
📅 Outdated Plans: set-it-and-forget-it approach
🤝 Built Trust: strong relationships and transparency
Visit us online: https://blackoakam.com/
Phone: (470) 508-0508
Get in touch with the Black Oak team: https://blackoakam.com/contact-us/
Schedule a call with Ryan: https://speakwithryan.com/
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