Does Your Financial Advisor Need to Be Local?
Tue Feb 03 2026
In this episode, Greg and Kristin explore whether proximity really matters when choosing a financial advisorâor if something else matters more. Greg and Kristen share a powerful story about a local woman who loved her longtime advisor but sought a second opinion after moving closer to Columbus. The conversation highlights why focus, experience, coordination, and comfort matter far more than zip code. Youâll hear what to look for in a retirement-focused advisor, why âperfectâ doesnât always mean complete, and how the right questionsâand the right fitâcan change everything.
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đ Donât leave retirement to chanceâclaim your FREE consultation now.
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See omnystudio.com/listener for privacy information.
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In this episode, Greg and Kristin explore whether proximity really matters when choosing a financial advisorâor if something else matters more. Greg and Kristen share a powerful story about a local woman who loved her longtime advisor but sought a second opinion after moving closer to Columbus. The conversation highlights why focus, experience, coordination, and comfort matter far more than zip code. Youâll hear what to look for in a retirement-focused advisor, why âperfectâ doesnât always mean complete, and how the right questionsâand the right fitâcan change everything. Â đ Donât leave retirement to chanceâclaim your FREE consultation now. Â See omnystudio.com/listener for privacy information.