Episode 1
How do advisors charge for their services? | Episode 2
Do you give a free consultation? | Episode 3
What are the licenses or experience clients look for in a financial advisor? |
Episode 4
How important are credentials for an advisor? | Episode 5
What is a Broker Check? | Episode 6
What does our Firm offer in Services for our clients? |
Episode :
Difference between Financial Advisors | Episode 8
Investment Philosophy, What to look for? | Episode 9
What kind of technology do we use? |
Episode 10
What is our service model for each individual client? | Episode 11
Do you work as a team? | Episode 12
What makes working with our team unique? |
Episode 13
Difference between fee-based advisor versus commission-based advisor | Episode 14
Investing tips for Younger Millenials | Episode 15
What percentage of income to save? |
Episode 16
What do we think of Robo Advisors? | Episode 17
Advice to the middle class to start saving | Episode 18
What is a Fiduciary? |
Episode 19
How to vet a financial advisor? | Episode 20
Misconception about not being able to get a financial advisor if you have "x" amount of money | Episode 21
What is the most important attribute of a financial advisor? |
Episode 22
When to fire or look for a new financial advisor? | Episode 23
Hiring a financial advisor vs. doing it yourself | |
