The Intangible Balance Sheet Podcast

Episode 77: Deciphering the Financial Advisory Industry: Quality Advice for Long-Term Success


Listen Later

Have you ever wondered why you should question an advisor's low fees or why their actual retirement plan matters to you? An insightful analysis of the financial advice industry awaits you in this episode, as we pull back the curtain and reveal some of the main factors which truly drive quality advice. Are you partnering with or considering partnering with an advisor running a margin or a volume based business? How do you know the difference?  
 
 Instead of viewing your advisory fees as a cost, why not view them as what they actually are: An investment in your future wellbeing.  Feel free to engage with us as we share insights on finding an advisor who's genuinely invested in your success, one offering intimate, curated, and differentiated advice that transcends the present problem set you are facing. Don't just choose an advisor for today’s problem; choose an advisor who truly aligns with your long-term vision for your family.


Music by bensound.com




...more
View all episodesView all episodes
Download on the App Store

The Intangible Balance Sheet PodcastBy Joshua Klooz

  • 5
  • 5
  • 5
  • 5
  • 5

5

4 ratings


More shows like The Intangible Balance Sheet Podcast

View all
Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

803 Listeners