Podcasts · The Meaningful Money Personal Finance Podcast
How to Spot a Good or Bad Financial Adviser
· 49 min · Episode 609
Episode How to Spot a Good or Bad Financial Adviser
Pete and Roger reveal how to spot a good financial adviser from a bad one. Learn the red and green flags—from transparent fees to pressure tactics—and the key questions to ask before committing. Essential listening for anyone considering financial advice.
Shownotes: https://meaningfulmoney.tv/session609
Everything You Need To Know 04:00 - life vs product 05:18 - listens vs talks 06:40 - behaviour vs numbers 08:25 - clear vs vague 09:38 - plain English vs jargon 11:21 - transparent fees vs evasive costs 13:12 - probabilities vs certainties 14:48 - evidence based vs secret 'sauce' 16:15 - calm vs urgent 17:46 - facts first vs opinions first 19:50 - "I don't know" vs blagging 20:44 - written rationale vs 'trust me' 21:41 - respects advisers vs criticises advisers 23:40 - growth & protections vs chasing returns 25:31 - professional vs sloppy
Cheatsheet: https://meaningfulmoney.tv/adviser-checklist
Everything You Need To Do 29:18 - ignore unsolicited approaches 31:58 - verify they're legit 33:48 - get fees and scope in writing before committing 36:36 - first meeting questions 43:40 - pressure test
Links in the notes 2
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