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Demystifying Financial Advisors, Ep #252
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:27:11
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Sinopsis
Did you know that anyone can say they are a financial advisor? They may not be licensed or experienced. So how do you know who to trust? In this episode of Best in Wealth, I will break down the three types of people who put “financial advisor” on their business cards, what the letters after a financial advisor's name mean, and how a fee-only financial advisor is compensated for their services. Knowing all of these things will help you determine what type of advisor is right for you to help you achieve a successful retirement. [bctt tweet="Did you know that anyone can say they’re a financial advisor? They may not be licensed or experienced. So how do you know who to trust? Find out in episode 252 of Best in Wealth! #Retirement #Investing #PersonalFinance " username=""] Outline of This Episode [1:08] High expectations do not leave room for satisfactory outcomes [6:17] The 3 types of people who put “financial advisor” on their business cards [19:14] How fee-only financial advisors charge for their serv