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There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals.
The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind?
Find out with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week’s episode of Managing Your Financial Future!
By Lucia Capital Group4.9
2323 ratings
There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals.
The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind?
Find out with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week’s episode of Managing Your Financial Future!

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