# 5 Red Flags When Looking for a Financial Advisor

Page: https://stenobird.com/podcast/phil-s-tax-hacks-1040028/5-red-flags-when-looking-for-a-financial-advisor
Text version: https://stenobird.com/podcast/phil-s-tax-hacks-1040028/5-red-flags-when-looking-for-a-financial-advisor.md
Podcast: [Phil's Tax Hacks](https://stenobird.com/podcast/phil-s-tax-hacks-1040028)
Published: 2025-11-26T10:02:00+00:00
Episode link: https://philstaxhacks.podbean.com/e/5-red-flags-when-looking-for-a-financial-advisor/
Audio file: https://mcdn.podbean.com/mf/web/5kks8hry9kahyijb/307_-_Phil_Putney_-_Red_Flags_-_Audio8kgs4.mp3
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Duration seconds: 934

## Resource

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule-appointment How do you know when an advisor just isn’t the right fit? Phil shares all the subtle (and not-so-subtle) red flags to watch out for when you’re evaluating a financial professional, whether you’re meeting with someone new or reconsidering your current advisor. A great advisor should make you feel informed, heard, and confident about your plan. If something feels off, trust your gut and keep looking. Here’s some of what we discuss in this episode: 🚩 One-size-fits-all planning: the danger of getting plugged into a generic investment model 🚫 Always in sales mode: when “planning” is really just a product pitch 📉 Little to no information gathering: advice without understanding your situation 📞 Lack of communication: only hearing from your advisor when they want to sell something 💬 No tax or Social Security conversations: missing key pieces of real retirement planning For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96

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