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
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- 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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