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In this podcast episode, financial advisor TJ van Gerven shares insights on how to effectively work with a financial advisor. He highlights the importance of understanding different types of advisors and their compensation structures. van Gerven suggests seeking advisors who prioritize advice and have a comprehensive approach to financial planning. He recommends reputable sources for finding advisors and emphasizes the benefits of working with advisors who specialize in specific niches. van Gerven also discusses various compensation methods and expresses a preference for a flat fee model. Lastly, he advises working with independent advisors.
By T.J. van Gerven5
1616 ratings
In this podcast episode, financial advisor TJ van Gerven shares insights on how to effectively work with a financial advisor. He highlights the importance of understanding different types of advisors and their compensation structures. van Gerven suggests seeking advisors who prioritize advice and have a comprehensive approach to financial planning. He recommends reputable sources for finding advisors and emphasizes the benefits of working with advisors who specialize in specific niches. van Gerven also discusses various compensation methods and expresses a preference for a flat fee model. Lastly, he advises working with independent advisors.

744 Listeners