Hiring a Financial Advisor? Honesty Counts (With Yourself, Too)

In today’s episode, Morningstar Inc’s Dr. Danielle Labotka, behavioral scientist, and Sam Lamas, senior behavioral researcher, explore the emotions around asking for help with money.

 

How Many People in the U.S. Work with Financial Advisors?

Financial Need and Financial Advisors

Most Common Reasons for Hiring a Financial Advisor

Behavioral Coaching

What If It’s Not a Match?

What Should You Ask Yourself Before Hiring an Advisor?

 

Read about topics from this episode. 

Firing Your Financial Advisor? When To Stay, When To Go

Spot Hidden Crypto Stocks and Funds in Your Portfolio

Why Advisors Shouldn’t Worry About Losing Trust During Market Volatility

More Investing Tools Won’t Solve All Your Problems

 

 

What to watch from Morningstar.

Firing Your Financial Advisor? When To Stay, When To Go

 

Midyear Market News: 'Unusual' Stock Rally and Today’s Sticky Inflation

Turning a ‘Hard No’ Into Financial Freedom

 

 

Read what our team is writing:

Ivanna Hampton

Danielle Labotka

Samantha Lamas

 

 

Follow us on social media.

Ivanna Hampton on Twitter: @IvannaHampton

Samantha Lamas on Twitter: @SamanthaLamas4

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