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Ep.12- Financial Advisor Mini Series: Part 1- What does a Financial Advisor do?
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The financial planning industry can be confusing and often misunderstood. All “financial advisors” are different in how they work, the services they provide, and even how they are compensated. I decided to pull the curtain back and explain the ins and outs of what the day in the life of a financial advisor actually looks like.
To do this I put together a 3 part mini series. Over 3 episodes I will explain what we do, how we get compensated, and when it makes sense to have/hire an advisor. An inside look at the good, the bad, and the ugly of our industry.
Part 1 covers what a financial advisor does. I only cover the tips of the iceberg, but I broke down the main categories: Insurance, Taxes, Estate Planning, Investments, Retirement Planning, and how it all comes together in Financial Planning.
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