In Today’s Episode

Eric and Brandon discuss what to look for when searching for a financial advisor! They discuss the qualities a good financial advisor possesses, what services they provide, and the value they can add to your financial well being.

What You’ll Get Out of Today’s Show

  • The definition of a good financial advisor
  • An outline of the processes a good financial advisor will assist with
  • Situations in which having a financial advisor will provide the most value
  • Specific qualities to look for in a financial advisor
  • An explanation of the different certifications a financial advisor may hold.
  • The different types of fees you may encounter when working with a financial advisor
    • Client fees
    • Commissions
    • Hourly fees
    • Fixed or flat fees
    • Assets Under Management fees
  • Definition of a Registered Investment Advisory Firms
  • How to utilize your financial advisor as a teacher

Links Mentioned in This Episode

brokercheck.finra.org

ignitiontowealth.com/resources

ignitiontowealth.com/tools

Ignitiontowealth.com

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