In the last installment of Is Bigger Better, we give bigger one more chance to score a victory.

We discuss the hoops advisors at big firms have to jump through before they can provide client education, and what big firms require of their advisors before they can put together an educational event for their clients.

We have received great feedback on this series and hope the last episode doesn't disappoint!

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app

What is safer, moving your account to a large national firm or two dudes next a brewery?

We know which one is more fun, but you may surprised to learn who has more resources.

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app

Should you have to pay for your financial advisor's education?

Learning the ropes, making mistakes, and figuring things out the hard way is part of the journey as a financial advisor, but it doesn't have to be part of your experience as an investor.

In Part 2 of Is Bigger Better we review Steve's entry into the financial industry and discover when it is okay to work with new advisor, and when to avoid them.

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app

Many investors feel "secure" because they are clients of a large, national brand that appears to be stable. But are they really? And is this illusion worth paying for?

In Part 1 of our series we explore how the hiring process works at a national financial company and what they incentivize their new advisors to do on day 1.

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app

Is your advisor BCA certified? I sure hope not.

With the alphabet soup of financial advisor certifications it is easy to think they all mean the same thing. Listen in to discover why this designation, along with many others, are designed to fool investors into a false sense of security.

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app

Do you receive a ton of marketing junk mail? You have nothing on Federal Employees, they are frequent targets of hustlers and scammers.

Learn the traps lurking behind the marketing emails you receive every day and how to avoid being sold garbage you don't need.

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This episode is sponsored by

· Anchor: The easiest way to make a podcast. https://anchor.fm/app