---
title: "TY: Webinar: 4 Keys to Health with Jim Lindberg, MD"
description: Thank you for watching our webinar, Maximizing Your Health w/ Jim Lindberg, MD
---

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# **Watch Now!**

# Investing in You Series:

# "The 4 Keys to Health with Hoag Executive Health Chief Medical Officer Dr. Jim Lindberg, MD" 

 

*Recorded January 13th, 2021 | 57 minutes*

### ![Happy young couple meeting with a broker in her office leaning over the desk to shake hands, view from behind the female agent](https://www.epwealth.com/hs-fs/hubfs/Stock%20images/Happy%20young%20couple%20meeting%20with%20a%20broker%20in%20her%20office%20leaning%20over%20the%20desk%20to%20shake%20hands%2c%20view%20from%20behind%20the%20female%20agent.jpeg?width=220&name=Happy%20young%20couple%20meeting%20with%20a%20broker%20in%20her%20office%20leaning%20over%20the%20desk%20to%20shake%20hands%2c%20view%20from%20behind%20the%20female%20agent.jpeg)How to Choose a Financial Advisor

Your relationship with your financial advisor can be one of the most important professional relationships you’ll ever have—one that could last a lifetime!

The key is finding the financial advisor who fits your needs, which will depend on your specific situation and what you value in a trusted relationship.

This guide explores the potential value today’s financial advisors offer as well as things to consider as you look for a firm that can help you.

**In it, you'll find: **

- - - - - - - How financial advisors can help
                                                      - An overview of qualifications common in the industry
                                                      - An overview of fees in the industry
                                                      - BONUS: a printable advisor selection checklist and score sheet to help you compare and keep track of potential candidates

 

Fill out the form to download the guide!

### How to Choose a Financial Advisor: Guide + Checklist

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