Tag Archives: Strategic Planning

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36. The Five Habits of Highly Effective Advisors to Retirees

Have you ever wondered exactly what a good financial advisor is supposed to do for you? There are five habits of highly effective advisors to retirees, and if your advisor is not doing these things for you, it might be time to consider a change?

In this episode, J Barry Watts teaches you about the five habits of highly effective advisors to retirees. Barry explains each habit and what it would look like coming from an effective advisor.

Barry discusses:

  • Why you should know how much money you need every year in retirement
  • Making your money work for you 
  • Why highly effective advisors should be addressing inflation
  • How to say goodbye to your advisor
  • And more

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