The Equity Compensation Guidebook

One Question You Must Ask Your Financial Advisor, EP 65


Listen Later

The financial industry, of which I’m a part, has many regulations. A handful of them have to do with how advisors are compensated. There are two primary methods of compensation that I’ll fill you in on during this episode. It’s important because the way your advisor is compensated can have a bearing on the type of advice they provide to you. It sounds a bit odd to say it that way, but it’s simply true. Listen to get all the details.

You will want to hear this episode if you are interested in...
  • A background peek into my world (to help you know what you’re getting into) [0:22]
  • A final christmas tree story [3:59] 
Connect With Dan Johnson
  • https://forwardthinkingwm.com 
  • Subscribe on Youtube
  • Follow on Linkedin

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The Equity Compensation GuidebookBy Daniel Johnson