Avoid Working With
a Spooky Advisor
How to protect yourself from spine-chilling advisors
Avoid Working With
Avoid Working With
a Spooky Advisor
How to protect yourself from spine-chilling advisors
Step 1
Caution! Fear an advisor who…
Ghosts You
If your advisor takes too long to answer your calls or emails, sends half-hearted messages, or doesn’t address your concerns on time, that is a red flag!
Tells Your Fortune
Evade the fortune tellers! If an advisor promises that they will beat the market or garner tremendous results, they are giving you false divinations.
Tricks You
The masters of deception. These advisors have tricks under their sleeves. They choose to only show you what looks good and don’t act in your best interest.
Sucks Your Blood
After a small taste of your money, they will return for more. Vampire advisors charge unnecessary fees and sell you products you don’t need.
Step 1
Caution! Fear an advisor who…
Ghosts You
If your advisor takes too long to answer your calls or emails, sends halfhearted messages, or doesn’t address your concerns on time, that is a red flag!
Tells Your Fortune
Evade the fortune tellers! If an advisor promises that they will beat the market or garner tremendous results, they are giving you false divinations.
Tricks You
The masters of deception. These advisors have tricks under their sleeves. They choose to only show you what looks good and act in your best interest.
Sucks Your Blood
After a small taste of your money, they will return for more. Vampire advisors charge unnecessary fees and sell you products you don’t need.
Eerie! High fees, unresponsiveness, fake promises, and deceiving actions all make for a spooky wealth manager to avoid. Luckily, superhero advisors are here to protect your wealth.
Eerie! High fees, unresponsiveness, fake promises, and deceiving actions all make for a spooky wealth manager to avoid. Luckily, superhero advisors are here to protect your wealth.
Step 2
Identify Superhero Advisor Traits
Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process is extensive.
Step 2
Identify Superhero Advisor Traits
Financial advice should come from unbiased and certified professionals. That’s why Zoe’s vetting process is extensive.
They Are Certified
We separate advisors according to their qualifications. Only those with one or more required designations (CFP®, CFA®, CPA) qualify.
They Have Experience
Experience nurtures knowledge. We ensure every Zoe Certified advisor has a minimum of 5 years of relevant experience.
They Are Unbiased And Transparent
Zoe Advisors must act in their clients' best interest. Only those who are unbiased and won’t overcharge you move to the next step.
They Are Financial Planning First
We evaluate advisors to make sure they provide comprehensive wealth planning, tailored to your needs & goals.
They Have Robust Investment Knowledge
Advisors are assessed on their subject-matter knowledge, financial and investment processes, accountability, and operational efficiency.
Step 3
Connect With The Right
Advisor For You
Disclosure: This page is not investment advice and should not be relied on for such advice or as a substitute for consultation with professional accounting, tax, legal or financial advisors. The observations of industry trends should not be read as recommendations for stocks or sectors.