13 Questions to Ask Your Financial Advisor

Want to get in touch? Send us a text!Show intro (00:27) Addressing investors’ fears (2:01)Financial industry focused on creating FOMO for investors, trying to get investors to buy something they think they need, and recognizing if you are dealing with a salespersonMost financial advisors do not understand investing, knocking your advisor off-script, and story-based sellingDefining what a fiduciary actually is, assuming your advisor is working in your best interests, buying financial prod...

Om Podcasten

Join Travis Maus, Chief Executive Officer and Steve Campbell, Senior Marketing Director, on this award-winning podcast, as we share the professional knowledge and experience gained from building S.E.E.D. Planning Group LLC, a fee-only Wealth Management firm. Learn from people who make being a fiduciary their business, to get more from your money and life.