Episode 30: Finding A Financial Professional

Feb 23, 2023

Access to financial professionals has never been greater. But finding the right financial professional for you has never been more challenging. In her new book, “Retire Your Fear, Plan Your Future,” Kelly Kelly, president and CEO of Kelly Financial Services, helps you set your priorities when looking to find, and work with, a financial advisor for the long term. You don’t have to go it alone.

Here are just a handful of the things that we'll discuss:

  1. Ask yourself: Will my financial professional help me achieve my goals?
  2. With a process in place, you have a greater probability of success.
  3. How values, trust, and competence should be prime considerations in your search.


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