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المحتوى المقدم من Dave Denniston. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Dave Denniston أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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S7, Episode 1 - How to select financial advisor?

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Manage episode 324319752 series 2360913
المحتوى المقدم من Dave Denniston. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Dave Denniston أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

What is the best way to choose a financial advisor?

Selecting a financial advisor isn't easy. Like choosing a medical doctor, finding a financial advisor requires interviewing people to determine the best fit for your needs and personality.

Although there may be many qualified professionals in your area, you need to find one that is someone you can trust and with whom you can relate. Some financial advisors are generalists who provide advice on a variety of subjects and work with clients from all backgrounds. Others specialize in one area or have a particular type of client.

In this Podcast episode, Dave talks about…

  • Financial planning concepts
  • How to select a Financial Advisor
  • Dave discuss the key to building a great relationship with clients
  • Questions to ask your Financial Advisor ( Hints: Highly Informative)
  • What are the three primary different ways that Financial Advisors work with clients? (Hints: Talks about Compensation)
  • Why is it important to understand their personality?

Resources Mentioned:

FINRA

For free 30 minutes strategy session with Dave Denniston

Contact: (612) 284-2409

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 حلقات

Artwork
iconمشاركة
 
Manage episode 324319752 series 2360913
المحتوى المقدم من Dave Denniston. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Dave Denniston أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

What is the best way to choose a financial advisor?

Selecting a financial advisor isn't easy. Like choosing a medical doctor, finding a financial advisor requires interviewing people to determine the best fit for your needs and personality.

Although there may be many qualified professionals in your area, you need to find one that is someone you can trust and with whom you can relate. Some financial advisors are generalists who provide advice on a variety of subjects and work with clients from all backgrounds. Others specialize in one area or have a particular type of client.

In this Podcast episode, Dave talks about…

  • Financial planning concepts
  • How to select a Financial Advisor
  • Dave discuss the key to building a great relationship with clients
  • Questions to ask your Financial Advisor ( Hints: Highly Informative)
  • What are the three primary different ways that Financial Advisors work with clients? (Hints: Talks about Compensation)
  • Why is it important to understand their personality?

Resources Mentioned:

FINRA

For free 30 minutes strategy session with Dave Denniston

Contact: (612) 284-2409

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

  continue reading

217 حلقات

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