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10 Reasons NOT to Hire a Financial Advisor | Episode #20
Traditional financial advice for high-income earners has almost always included hiring a financial advisor to tell you where and how to invest your money. Christian and Rod don't necessarily agree with this advice, and in this episode, they discuss 10 things to think about before hiring a financial advisor.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
Visit us online and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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By Money Insights
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226226 ratings
Traditional financial advice for high-income earners has almost always included hiring a financial advisor to tell you where and how to invest your money. Christian and Rod don't necessarily agree with this advice, and in this episode, they discuss 10 things to think about before hiring a financial advisor.
Money Insights is a strategic planning firm that is founded on the principle that "off-the-shelf" products and solutions often do not meet the needs of high income earners. The Money Insights team works to collaboratively design customized financial solutions that will leave a lasting impact for each of their unique clients.
Visit us online and take the F3 Assessment at moneyinsightsgroup.com
Need to get in contact with the Money Insights team? Email us at [email protected]
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