34 min
Episode 2: Financial Advisor vs. Coach vs. Consultant It Doesn't Have To Be Terrible
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- Business
Financial professionals have so many names! It can be difficult to know who does what and whether or not you actually need their services. In this episode, Caroline breaks down the definitions of three of the most commonly used financial service titles: Financial Advisor, Financial Coach, and Financial Consultant. She explains what they do, how it looks for clients, and how they get paid. She then walks you through when you actually might want to hire one of those people.
Here’s where you can find Caroline:
https://verdiadvising.com/
https://carolinesnyder.substack.com/
https://www.instagram.com/verdidaily/
Financial professionals have so many names! It can be difficult to know who does what and whether or not you actually need their services. In this episode, Caroline breaks down the definitions of three of the most commonly used financial service titles: Financial Advisor, Financial Coach, and Financial Consultant. She explains what they do, how it looks for clients, and how they get paid. She then walks you through when you actually might want to hire one of those people.
Here’s where you can find Caroline:
https://verdiadvising.com/
https://carolinesnyder.substack.com/
https://www.instagram.com/verdidaily/
34 min