SILTTY Companion: PSA 6 – Advisor Vetting - Spicer Capital University
Stop Investing Like They Tell You - Companion Course

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PSA 6: How to Vet an Investment Advisor

So, you or someone you care about is insisting on using a financial advisor? 

Let me help!

Open the Google Doc, watch the video, and share with the community (in the comments) additional questions you think might be important to consider.

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Lesson Objectives
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That's it! You just finished Part One! Congrats!

And you earned yet another Credit!
(review credits here)

Extra Credit Opportunity:

Share your progress with the world! Help spread this message of finding a better way to invest!

Share & Earn


Add your personal experience, insights gleaned, concerns discovered, etc. to your post.

IMPORTANT: Don't forget to tag @SpicerCapital on either platform.

That way, when we see it, we can award you 2 additional credits!

Don't forget to share your thoughts and insights with the community here as well—just leave a comment below!

On To Module 1
  • DutchDGI says:

    Very clear, actionable list of vetting questions!

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