Finsyn Logo White

The Blog

Weekly insights on the markets, economy, and financial planning

Choosing the Right Financial Advisor

Choosing the Right Financial Advisor

Whether you’re looking for your first financial advisor or looking to make a change, there are some important questions to ask yourself and the potential advisor.

Rainfall in Ethiopia

Depositphotos 28718553 original

A meeting with a prospective client several weeks ago has stuck with me in a way that few meetings have in my career. As we learn about the goals and aspirations of the people with whom we work, we also hear about their frustrations with previous financial advisors.

Listen to Bryan on Houston Matters

houston matters

On Tuesday, June 16th Bryan Zschiesche answered listener calls on 88.7 KUHF for Houston Matters on Financial Planning. Listen to the recorded segment by clicking the play button below:

Download Your Free Guide

Fill out the form below for instant access