#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor Podcast Por arte de portada

#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor

#185 | Why Honesty and Integrity Matter More Than Credentials in Choosing a Financial Advisor

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Are you trusting your financial advisor to guide you through uncertainty — without ever questioning their integrity?

In an era defined by volatility, uncertainty, complexity, and ambiguity (VUCA), it’s not just strategy that matters. It’s who you trust to deliver it. In this episode, we explore why honesty and integrity are non-negotiable traits in financial advisors and how these character qualities impact your long-term wealth decisions.

Here’s what you’ll learn:

  1. Why attitude and character matter more than credentials in your advisory relationship.
  2. How to evaluate your advisor’s ability to navigate complexity and uncertainty — not just sell confidence.
  3. The power of thinking through risk without a bias toward action — and why it leads to better wealth outcomes.

Listen now to rethink how you choose — and work with — the people who guide your financial future.
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