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 | |