About this episode
Your finances have layers—investments, taxes, planning for the future. If you want a second set of eyes, Peter opened up a few spots for a quick, no-obligation call. Grab yours now. ----- If you ever hire help, how do you tell whether you're getting a high-quality advisor? Ranie Verby, Plancorp's Director of Practice Management, joins the show to explain what "financial advisor" can really mean, how to spot a true fiduciary at an RIA, and why the best advice shows up when life gets messy, not when markets are calm. Listen now and learn: ► The quickest screening questions that reveal whether an advisor is transparent, fiduciary, and actually aligned with you ► The firm-structure red flags that signal thin service, weak continuity, and no real succession plan ► Why "owned outcomes" matter more than portfolio picks when you hit a major life event ► How Plancorp uses behavioral finance and AI to improve the client experience without burning out advisors Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (01:30) How to choose a high-quality financial advisor: fiduciary duty and RIA screening (04:51) Signs of a great advisor: trust, continuity, and why a team matters (08:26) Behavioral finance in financial planning: tough conversations, estate planning, and family decisions (13:44) DIY investing vs hiring an advisor: accountability, decision support, and owned outcomes (16:29) How Plancorp uses AI in financial planning to save advisor time and improve meetings (21:49) Advisor burnout and capacity: why it affects client experience and continuity (26:23) Financial advisor red flags and green flags: team size, succession plan, and relationship fit (29:08) Integrated financial planning under one roof: investing, taxes, and estate coordination (32:22) For advisors: how to evaluate your firm and build a sustainable advisory career (36:20) Choosing a financial advisor: fiduciary in writing and meet the full team (37:08) Where to follow Ranie Verby Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com) Disclosure: This content, which co
