How Do I Choose a Financial Advisor Who is a Good Fit?, with Anthony Chen, Lighthouse Financial
John Ray: [00:00:00] And hello, everyone. I’m John Ray with the Business RadioX®, and I’m here with Anthony Chen. Anthony is a financial adviser with Lighthouse Financial. Anthony, my question for you is, how do I choose a financial adviser? Who is a good fit?
Anthony Chen: [00:00:13] Great question, John. Well, there’s two approaches. One, as you’re interviewing the financial adviser, you can ask them a couple of questions as to what their processes are in terms of how they come to a recommendation with their clients. The other is finding out what kind of advisor they are, in terms of whether or not they’re a product advisor. or a problem and solution advisor. So on the first meeting if they’re coming at you with all products, well, that kind of explains it. And then for a right fit, is for the adviser to understand three key questions, and if they can answer those three key questions, then you’re probably a good fit. The first is what? What is your pain point? What is the problem? What is your concerns? What keeps you up at night? Followed by why? Understand truly what or rather why it is important. Followed by how, in a timeline. As to when you want that specific concern will go addressed and how they’re going to be able to get you there.
Anthony Chen, Host of “Family Business Radio”
This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email at anthonychen@lfnllc.com.
Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.
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The “One Minute Interview” series is produced by John Ray and in the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.
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