The Type of FINANCIAL ADVISOR You Should Choose
When it's time to get professional help to help sort out debt, to help fund a goal, or just a wellness checkup, you need the right person for the job. And to be clear, the financial industry can be CONFUSING. While many can call themselves "financial advisors", each type of financial professional have their own strengths, weaknesses, and legal limitations. Nic goes over the 3 MOST COMMON advisors you're likely to encounter.
Host:
Nic Daniels, BFA™, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
https://livelyme.com/pro
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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Chapters:
00:00 - Intro
00:37 - #1 Insurance Agent
02:23 - #2 Registered Representative
04:10 - #3 Investment Advisor Representative (IAR)
06:25 - Outro