While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service.

After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice.

To help you better understand how to find the right financial advisor for you, Jeremy Keil welcomes Keil Financial Partners advisor John Kurcz in today’s episode. With a background in both investment sales and financial planning, John shares his insight on these different approaches and how their level of client services can vary.

In this episode, you’ll learn:

Join Jeremy and John now and discover how you can find the right advisor for you!

Resources: Keil Financial Partners | 3 Keys You Should Know Before Choosing a Financial Advisor  | 6 Questions Retirees Aren’t Asking But Should Be

Continue reading Podcast 27 — How to Find the Right Advisor for You →

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Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

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Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.

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For important disclosures visit: https://keilfp.com/disclosures/

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