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Avoid These Mistakes Working with a Financial Advisor
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There is a big difference in the quality of service between a good financial advisor and a bad one. But it can be difficult to tell the difference. So if you are working with a financial advisor or considering starting with one, consider these important issues to avoid.
0:00 - Intro
0:38 - Proprietary products
2:41 - Maturity schedules
4:06 - Investing vs paying debt
5:49 - Trying to sound smart
7:47 - Don't ask about youl
8:56 - Compensation
10:06 - The big one
If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!
*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***
0:00 - Intro
0:38 - Proprietary products
2:41 - Maturity schedules
4:06 - Investing vs paying debt
5:49 - Trying to sound smart
7:47 - Don't ask about youl
8:56 - Compensation
10:06 - The big one
If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!
*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***
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