Selecting a Financial Advisor
This broadcast is an interview with Greg Opitz, the Practice Management Coach for PEAK Consulting. Before joining PEAK in May of 2006, Greg served seven years as Director, Certification Services at the Certified Financial Planner Board of Standards and the College of Financial Planning.
In this broadcast Reid and Jim discuss with Greg the challenges of selecting a Financial Advisor. The discussion begins with several pointers on choosing a competent financial advisor. The discussion continues with a discussion of strategic allocation (buy and hold) versus tactical management (active management) in today’s markets, the importance of solid communication with your financial advisor, and dicusses the importance of creating a proper investment plan.
The full episode is available online for your listening. Also, you may right-click and select "Save Target As..." to save this file as an .MP3 audio file.
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