Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best!
In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then they have the answers to the questions you are asking (and paying for!)
Areas we discuss: holistic planning, segmentation, teaming, fee-only planning, transparent agreements, and your planner's fiduciary responsibility to you.
Thanks to our episode sponsor, Fee-only Network! FeeOnlyNetwork.com is where you go to find a financial advisor that is fee-only. What does that mean? It means that the advisor does not make commission or get paid by anyone other than the client. Only 2% of advisors in the US meet this criteria. Find a fee-only financial advisor at FeeOnlyNetwork.com.
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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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