Ready for the next installment of the "forbidden question series?" Today, we will cover why you should ask if your advisor still has actively uses their series 7 license. Why you should ask if they receive fees only or a percentage of revenue on commission and from where? What clarifying questions you can ask about fees. And lastly why low fees should trigger you to asking about an advisors succession plan and how many clients they have! Buckle up!   Music by bensound.com

Ready for the next installment of the "forbidden question series?" Today, we will cover why you should ask if your advisor still has actively uses their series 7 license. Why you should ask if they receive fees only or a percentage of revenue on commission and from where? What clarifying questions you can ask about fees. And lastly why low fees should trigger you to asking about an advisors succession plan and how many clients they have! Buckle up! Music by bensound.com

Ready for the next installment of the "forbidden question series?" Today, we will cover why you should ask if your advisor still has actively uses their series 7 license. Why you should ask if they receive fees only or a percentage of revenue on commission and from where? What clarifying questions you can ask about fees. And lastly why low fees should trigger you to asking about an advisors succession plan and how many clients they have! Buckle up! &nbsp; Music by bensound.com

Episode 76: Informed Questions Lead to Transparency

Most people are familiar with their own balance sheet. As soon as we buy our first car house, we become aware of it. If you're of a certain personality type, you may track it quite a bit. But I'd submit to you that we're unconsciously aware of another balance sheet as well. And this one is pretty tricky to measure and even harder to manage. Sometimes, we often find it hard to put into words. But this is real.&nbsp; I call this our intangible balance sheet. What I mean by this is those life principles, experiences, memories, that given any amount of money, we wouldn't trade. They're the memories that bring tears of joy to our faces, because we simply just can't imagine life without them. We feel fortunate to have had could be our first jobs proposals, wedding days, birth, struggles, anxieties, fears, hindsight. It's all those things that melt into a memory that brings a distant stare and a smile to our face. showing those things that have made us us.&nbsp; That's what I'm talking about when I talk about the intangible balance sheet. It's those moments in life that may be financially irrational, but are indispensable parts of our life. So, these episodes are focused on stories that bring us joy, happiness, fulfillment, ultimately, may hold necessary keys that will direct the future of our family, friends, and neighbors. So listen in with us as we uncover some of those stories that are meaningful to our guests. And maybe you'll uncover hidden value on your own intangible balance sheet. Music by bensound.com

Education

Most people are familiar with their own balance sheet. As soon as we buy our first car house, we become aware of it. If you're of a certain personality type, you may track it quite a bit. But I'd submit to you that we're unconsciously aware of another balance sheet as well. And this one is pretty tricky to measure and even harder to manage. Sometimes, we often find it hard to put into words. But this is real.  I call this our intangible balance sheet. What I mean by this is those life principles, experiences, memories, that given any amount of money, we wouldn't trade. They're the memories that bring tears of joy to our faces, because we simply just can't imagine life without them. We feel fortunate to have had could be our first jobs proposals, wedding days, birth, struggles, anxieties, fears, hindsight. It's all those things that melt into a memory that brings a distant stare and a smile to our face. showing those things that have made us us.  That's what I'm talking about when I talk about the intangible balance sheet. It's those moments in life that may be financially irrational, but are indispensable parts of our life. So, these episodes are focused on stories that bring us joy, happiness, fulfillment, ultimately, may hold necessary keys that will direct the future of our family, friends, and neighbors. So listen in with us as we uncover some of those stories that are meaningful to our guests. And maybe you'll uncover hidden value on your own intangible balance sheet. Music by bensound.com

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Episode 76: Informed Questions Lead to Transparency

Episode 76: Informed Questions Lead to Transparency

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