Deep Impact Investing

Deep Impact Investing


Episode 35 – 7 Tips For Choosing The Right Financial Advisor

November 11, 2020

While many believe that they can handle their finances just as well, or even better, than a financial advisor, the truth is that your finances will likely see better progress with the help of a trusted advisor.
To help you find the best advisor for you, Kimberly Griego-Kiel draws upon her experience in the financial services and impact investing industries to outline seven considerations to keep in mind during your search for your next advisor.
In this episode, you will learn:

Why a proper financial advisor will never promise potential returns
How to find an advisor that fits your business and investment needs 
Why your advisor should be a fiduciary  
The difference between a financial planner and a broker 
And more!

Tune in to discover how working with an advisor can lead you to better long-term results! 
Resources:  Horizon Sustainable Financial Services: (505) 982-9661 | info@horizonssfs.com  | Facebook