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How Money Works

Welcome to the How Money Works Podcast with husband and wife team Craig Moser, CFP and Jennifer Moser of Maestro Wealth Advisors. This show will cover all the essential financial and retirement planning elements you need to know to make it to, and through, retirement.

Join us each episode for valuable information on how to avoid some of the common financial pitfalls that others make.

Craig and Jennifer have more than 30 years of experience helping people to retire successfully in the Triad area of North Carolina. Their offices are in Winston-Salem & Greensboro.

If you need any help with your financial or retirement plan, give them a call at 336-448-1086 or visit the website, MaestroWealth.com.

  1. All Episodes
  2. Ep 64: Key Characteristics of a Good Financial Advisor

Ep 64: Key Characteristics of a Good Financial Advisor

Nov 3, 2022

Today we’re chatting about the characteristics of financial advisors. Everyone has different personalities, but what should you look for in an advisor? How much should likeability and listening skills play into the person you choose?

How much emphasis do you place on things like trust, areas of expertise, and the ability to solve problems? You want to find someone who resonates with you and can help you build a strong financial future.

What we discuss in this episode: 

  • How do you develop trust with a financial advisor? (1:18)
  • What kind of credentials should you look for when choosing an advisor? (5:02)
  • How much should likeability and rapport play into the relationship? (6:20)

Listen to more of our conversation in the podcast or reach out to us to talk about your financial situation and goals.

Get additional financial resources: 

https://maestrowealth.com/how-money-works-podcast/