Ep.12- Financial Advisor Mini Series: Part 1- What does a Financial Advisor do?

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.