Financial Advisors (Part 1): What Are They + What Do They Do

English - December 08, 2022 10:00 - 20 minutes - 16.6 MB - ★★★★★ - 152 ratings
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Today I'm kicking off a multi-part series on Financial Advisors.

(I'm also sharing a BIG announcement with everyone! 🥳)

Here in Part 1, I'm covering three things:

What is a financial advisor Why the job title is meaningless What financial advisors do (and don't do)

It doesn’t matter if you manage your own finances, happily work with a financial advisor, or work with 15 advisors...

..if you want to gain a better understanding of this important (yet confusing!) profession, this series is for you.

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