))
Building Your Advisory Team
Manage episode 448916537 series 2643505
Walter Storholt and Craig Moser에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Walter Storholt and Craig Moser 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Financial planning is much more than investing and constructing a portfolio. You have to take your entire picture into account, which isn’t easy to do on your own. That’s why you want to surround yourself with a trusted group of professionals who can guide you through each aspect of planning.
In this episode, we’re going to talk about the best approach to building an advisory team. We’ll discuss the importance of a fiduciary standard, the nuances of investment fees, and the significance of a tailored investment philosophy. Discover how to build a trusted advisor network with your CPA, attorney, and financial advisor to ensure your financial health. Plus, learn how to ask the right questions when meeting with an advisor for the first time.
There’s a lot to cover in this episode of How Money Works and you don’t want to miss any of it, so tune in and hear from Craig and Jennifer.
Here’s some of what we discuss in this episode:
- What makes an advisor a fiduciary?
- Knowing what services you are getting for the fees you are paying.
- How we help create a trusted advisor network for you.
Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/
Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin
118 에피소드
공유
