Episode 71: Signs You're Building Real Trust With Your Financial Advisor

July 23, 2026

Your finances touch nearly every part of your life: your family, your goals, your fears, your values. So finding an advisor isn't just about finding someone who knows the most about finances. It's about finding someone you actually trust. Today, Dennis talks about what that looks like in practice. These are the real signs that an advisor relationship is working. If that's not what you have right now, it might be worth finding out what that could look like.

Here’s some of what we discuss in this episode:

- Communication Style: Match how clients prefer updates

- Comfort Level: Make honesty feel safe

- Growing Trust: Build confidence over time

- Transparency: Be open about the process

- Client Stories: Trust often grows gradually

- Real Honesty: Planning needs the full picture

Go Inside the Episode:

0:00 – Intro

0:44 – You’re More Than a Number

1:52 – How To Tell

2:32 – Listening More Than Talking