Ditch the Suits - Start Getting More From Your Money & Life

Working with a financial "advisor" - Can you just pay for hourly advice?

September 27, 2022 Steve Campbell & Travis Maus Season 4 Episode 43
Ditch the Suits - Start Getting More From Your Money & Life
Working with a financial "advisor" - Can you just pay for hourly advice?
Show Notes

This three-part series discusses what you need to understand when you engage with a financial advisor and the options you have for paying for their "advice."

A reporter recently asked why he can't pay an hourly fee for a good financial advisor to tell him what to do. In this episode, we discuss if this type of arrangement exists and why financial firms are not set up to work with you in this capacity. 

We reference Broker/Finra check - you can look up your financial advisor at https://brokercheck.finra.org/

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Looking for additional content that can help you get the most from your life? Check out Unleashing Leadership with Travis Maus, premium bonus content from Ditch the Suits Fans, at https://unleashingleadership.buzzsprout.com/

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

Ditch the Suits is produced by NQR Media. NQR also produces the One Big Thing Podcast with Steve Campbell.

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

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