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https://www.youtube.com/watch?v=8m4sLtXn770 What are the steps of finding and hiring a financial advisor? Step number one is to look around. You could look with family and friends for a recommendation, you could look on social media, you could look online. Once...
https://www.youtube.com/shorts/HL8PuvsxaeA What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration, they are registered as a fiduciary, and that person has an obligation to choose Investments that are the best for the...
https://www.youtube.com/shorts/QOU5KF8GRdM One of the questions that many many people are confused by when it comes to financial advisors, is when do you call a financial adviser. The time to contact a financial adviser is whenever you have a major life event....
https://www.youtube.com/shorts/K4jQ1r7PSEU One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether...
https://www.youtube.com/shorts/AyBShY8EV78 What are the fees to use a financial adviser? The fees to use a financial advisor can be anywhere from well under 1% to over 2%, and they can depend upon the types of Investments that you're investing in, and the total...
https://www.youtube.com/watch?v=b14hDPpDlpU Three ways you can lower fees with a financial adviser. Number one, bundle things together. Just like with an insurance relationship, if you can put all of your Investments accounts together with the same advisor, you...
https://www.youtube.com/shorts/AemLHaD3PxQ How much money do I need to use a financial adviser is a question that I asked all the time. There are two numbers that could help make this decision. Number one, if you're earning over $231,000 a year, that puts you...
https://www.youtube.com/shorts/mzNGa3C5cGc Is a financial adviser the right fit for you? It's a great question. A financial adviser is not the right option for everyone. Number one, if you're the type of person that's getting started on your investment journey,...
