40 min
How To Interview Your Next Financial Advisor Money Peach
-
- Self-Improvement
“Seth” - my very own financial advisor - comes on to say what most advisors won't.
Since most professionals in the financial industry are so highly regulated, “Seth” agreed to come on the show if we kept his identity a secret.
Now that he's anonymous, he is able to drop a ton of value including what you should be asking your advisor, how fees are structured, and some of the biggest mistakes he sees new clients make.
As a BONUS, this episode comes with a PDF Cheat Sheet I asked “Seth” create, which will come in very handy when you're getting ready to interview your next advisor.
At the end of the episode, you'll have a much better understanding of how financial advisors are paid, common fees you can expect, and what you should not be paying for at all.
Check out all the show notes from this episode and grab the PDF Cheat Sheet at www.moneypeach.com/session29
“Seth” - my very own financial advisor - comes on to say what most advisors won't.
Since most professionals in the financial industry are so highly regulated, “Seth” agreed to come on the show if we kept his identity a secret.
Now that he's anonymous, he is able to drop a ton of value including what you should be asking your advisor, how fees are structured, and some of the biggest mistakes he sees new clients make.
As a BONUS, this episode comes with a PDF Cheat Sheet I asked “Seth” create, which will come in very handy when you're getting ready to interview your next advisor.
At the end of the episode, you'll have a much better understanding of how financial advisors are paid, common fees you can expect, and what you should not be paying for at all.
Check out all the show notes from this episode and grab the PDF Cheat Sheet at www.moneypeach.com/session29
40 min