Most people don't know what a financial advisor actually does, and the industry hasn't made it easy to figure out.

In this episode of Beyond the First Million, Gideon Drucker and Jordan Haines break down the financial advisor jargon, buzzwords, and nonsense that confuse high-income earners every day — and replace it with the real questions you should be asking before you hire anyone.

They cover:

• Why your advisor telling you to "go ask your CPA" is a red flag
• The difference between a financial advisor, a portfolio manager, and a holistic planner
• How the wealth management industry has evolved... and what's still stuck in the past
• The one interview question that exposes whether an advisor is the right fit
• What a service calendar is and why you should be asking for one
• Why specialization matters and how to find an advisor who actually fits your stage of life

Whether you're looking for your first financial advisor or wondering if your current one is doing enough, this episode will change how you think about the relationship.

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