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What Do Financial Advisors Actually Do? | Understanding Financial Advisory Services
Confused about what financial advisors actually do? You're not alone. The term "financial advisor" has no legal definition, and ten different advisors could offer completely different services.
In this video, I break down everything you need to know about the financial advisory industry so you can make an informed decision about who to work with.
What You'll Learn:
✅ Why the term "financial advisor" is so confusing (and what it really means)
✅ The 3 primary services financial advisors provide: Investment Management, Financial Planning, and Access to Financial Tools/Products
✅ The difference between wealth managers, financial planners, brokers, and consultants
✅ How to determine which type of advisor YOU actually need
✅ My recommendation on the best approach for most people
✅ The single best way to vet a financial advisor before working with them to know if an advisor can help you
Why this matters:
After 21 years of helping people prepare for and enter retirement, I believe everyone should start with comprehensive financial planning. Think of it as having a personal CFO for your family who helps coordinate all aspects of your financial life—from investments and insurance to estate planning and tax strategy.
Financial planning isn't a one-and-done document; it's a living, breathing process that evolves as your life changes. Whether you're approaching retirement, trying to build wealth, or simply want someone to help manage your investments, this video will help you understand what to look for and how to find the right fit.
About Ellis Retirement Services:
For over 21 years, we've been helping individuals and families prepare for and successfully transition into retirement through comprehensive financial planning and investment management.
👉 Related Resources:
📌 How Financial Advisors Get Paid
📌 Visit us at EllisRetirement.com
⚠️ Disclaimer: This video is for informational purposes only and not individualized investment advice. Always consult a financial professional for your personal situation.
Grant Ellis, CEO & Owner | Ellis Retirement Services
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By Grant EllisConfused about what financial advisors actually do? You're not alone. The term "financial advisor" has no legal definition, and ten different advisors could offer completely different services.
In this video, I break down everything you need to know about the financial advisory industry so you can make an informed decision about who to work with.
What You'll Learn:
✅ Why the term "financial advisor" is so confusing (and what it really means)
✅ The 3 primary services financial advisors provide: Investment Management, Financial Planning, and Access to Financial Tools/Products
✅ The difference between wealth managers, financial planners, brokers, and consultants
✅ How to determine which type of advisor YOU actually need
✅ My recommendation on the best approach for most people
✅ The single best way to vet a financial advisor before working with them to know if an advisor can help you
Why this matters:
After 21 years of helping people prepare for and enter retirement, I believe everyone should start with comprehensive financial planning. Think of it as having a personal CFO for your family who helps coordinate all aspects of your financial life—from investments and insurance to estate planning and tax strategy.
Financial planning isn't a one-and-done document; it's a living, breathing process that evolves as your life changes. Whether you're approaching retirement, trying to build wealth, or simply want someone to help manage your investments, this video will help you understand what to look for and how to find the right fit.
About Ellis Retirement Services:
For over 21 years, we've been helping individuals and families prepare for and successfully transition into retirement through comprehensive financial planning and investment management.
👉 Related Resources:
📌 How Financial Advisors Get Paid
📌 Visit us at EllisRetirement.com
⚠️ Disclaimer: This video is for informational purposes only and not individualized investment advice. Always consult a financial professional for your personal situation.
Grant Ellis, CEO & Owner | Ellis Retirement Services