Finding the right financial advisor is an extremely important step to taking control of your money. Today, our hosts best selling author Kim Butler and No BS Money Guy Todd Strobel talk about taking the right steps to finding a good financial advisor. They talk about principles and philosophy, strategy, licensing, and product. Tune in to find out how to take control of your financial future today!
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Links in this Episode:
0:59 Choosing a Financial Advisor
2:22 Getting Clear on their Principles and Philosophy
2:42 Checking their Licensing
4:34 The Fiduciary Standard & The Suitability Standard
6:41 Evaluating their Products
8:36 Paying for Advice
9:47 Separating Marketing from Fact
Disclosure: Our content is meant for educational purposes only. While it’s our goal to help you learn about building a life of prosperity, we do not intend to provide financial advice. Please consult your financial, tax or legal advisor before making any investment or financial decisions.