E86: Carefully Interviewing Your Financial Team

Navigating the complexities of building a financial team can be daunting. Are you confident your advisors align with your values and goals? Eric Scovill shares essential strategies for selecting financial advisors, lawyers, and accountants who can help support your kingdom mission. Learn how to ask the right questions, identify potential conflicts of interest, and ensure your team collaborates effectively. This episode offers empowering insights toward becoming “shrewd as a serpent” with your finances by building a supportive financial team around you.

 

0:00 Introduction

5:32 Choosing the right financial team

11:16 Evaluating investment advisors

21:58 Interviewing potential advisors effectively

27:04 Selecting the right lawyer

32:42 Finding a suitable CPA

38:47 Long-term perspective in financial planning