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内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Ep 7: Finding the Right Advisor

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Manage episode 295212699 series 2895815
内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/

What we discuss on this episode:

0:42 - How do you find the right advisor?

4:53 - What made you want to go from a broker to a planning advisor?

6:56 - Why might you want to look for a new advisor?

10:38 - What if you are in a new stage of life?

11:44 - What questions would you ask a potential advisor?

14:14 - What have potential clients asked?

16:37 - Shouldn’t all advisors work for the client’s best interests?

  continue reading

55集单集

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Manage episode 295212699 series 2895815
内容由Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton提供。所有播客内容(包括剧集、图形和播客描述)均由 Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/

What we discuss on this episode:

0:42 - How do you find the right advisor?

4:53 - What made you want to go from a broker to a planning advisor?

6:56 - Why might you want to look for a new advisor?

10:38 - What if you are in a new stage of life?

11:44 - What questions would you ask a potential advisor?

14:14 - What have potential clients asked?

16:37 - Shouldn’t all advisors work for the client’s best interests?

  continue reading

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