Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
コンテンツは Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
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Ep 7: Finding the Right Advisor
Manage episode 295212699 series 2895815
コンテンツは Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.
Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/
What we discuss on this episode:
0:42 - How do you find the right advisor?
4:53 - What made you want to go from a broker to a planning advisor?
6:56 - Why might you want to look for a new advisor?
10:38 - What if you are in a new stage of life?
11:44 - What questions would you ask a potential advisor?
14:14 - What have potential clients asked?
16:37 - Shouldn’t all advisors work for the client’s best interests?
57 つのエピソード
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Manage episode 295212699 series 2895815
コンテンツは Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
What makes a financial advisor a good one? We talk through the role of an advisor, the difference between a broker and a financial planner, and how to find the right advisor for you.
Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep7-finding-the-right-advisor/
What we discuss on this episode:
0:42 - How do you find the right advisor?
4:53 - What made you want to go from a broker to a planning advisor?
6:56 - Why might you want to look for a new advisor?
10:38 - What if you are in a new stage of life?
11:44 - What questions would you ask a potential advisor?
14:14 - What have potential clients asked?
16:37 - Shouldn’t all advisors work for the client’s best interests?
57 つのエピソード
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Retirement Coach's Cornerに似ているもの
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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continue reading
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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