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In this episode, I explain why I chose to become a fee-only financial planner after witnessing firsthand the conflicts of interest at traditional firms—breaking down how commission-based advisors can earn 3-5% upfront on your investments while being pressured by quotas and asset-gathering goals, and why paying directly for advice (like you would an attorney) ensures my recommendations are truly in your best interest rather than driven by product sales.
By Leanne OzaineIn this episode, I explain why I chose to become a fee-only financial planner after witnessing firsthand the conflicts of interest at traditional firms—breaking down how commission-based advisors can earn 3-5% upfront on your investments while being pressured by quotas and asset-gathering goals, and why paying directly for advice (like you would an attorney) ensures my recommendations are truly in your best interest rather than driven by product sales.