Player FM 앱으로 오프라인으로 전환하세요!
305 | How to Pick a Wealth Manager
Manage episode 444684556 series 2903666
This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
- Interviewing multiple advisors to find the best fit for your unique needs
- Working with advisors that offer comprehensive, in-house services
- The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
- Choosing a planning-centric firm over one focused solely on investments
- The importance of patience and avoiding hasty decisions during market dips
- And other topics…
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://therealdarius.com/youtube
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Sponsors:
Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.
Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.
Go to Quince.com/greatness for free shipping on your order and 365-day returns.
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness
Learn more about your ad choices. Visit megaphone.fm/adchoices
445 에피소드
Manage episode 444684556 series 2903666
This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.
Is your financial advisor helping you build wealth or just selling you products?
Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.
In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.
Topics include:
- Interviewing multiple advisors to find the best fit for your unique needs
- Working with advisors that offer comprehensive, in-house services
- The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
- Choosing a planning-centric firm over one focused solely on investments
- The importance of patience and avoiding hasty decisions during market dips
- And other topics…
Connect with Darius:
Website: https://therealdarius.com/
Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/
Instagram: https://www.instagram.com/imthedarius/
YouTube: https://therealdarius.com/youtube
Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708
Sponsors:
Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.
Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.
Go to Quince.com/greatness for free shipping on your order and 365-day returns.
Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness
Learn more about your ad choices. Visit megaphone.fm/adchoices
445 에피소드
All episodes
×플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.