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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