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Is your financial advisor helping you build wealth or just selling you products?

Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future. 

In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis. 

Topics include:

Connect with Darius:

Website: ⁠https://therealdarius.com/⁠

Linkedin: ⁠https://www.linkedin.com/in/dariusmirshahzadeh/⁠

Instagram: ⁠https://www.instagram.com/imthedarius/⁠

YouTube: ⁠https://www.youtube.com/@Thegreatnessmachine⁠ 

Book: The Core Value Equation ⁠https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708

Sponsors:

Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.

Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.

Go to Quince.com/greatness for free shipping on your order and 365-day returns.

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