If you were looking to buy a new car or house, you would probably spend time researching different options so you can find the best fit for you. Why should finding your new financial advisor be any different?
Today, Jeremy Keil guides you through the process of finding the best advisor for you by sharing tips on how to sort the good from the bad and how to find an advisor who will offer you the guidance you need.
In this episode, you’ll learn:
- Why it’s important to find out if your advisor is a fiduciary — and if they’ll be a fiduciary for you
- The different certifications that
financial professionals may have and what they mean
- Why you should understand how your advisor gets paid
- And more!
Listen in now and get ready to create your research list that will help you find your next advisor!
Due to the complexity of state and self regulated organizations, along with the new Regulation Best Interest effective 7/1/2020 we have updated and corrected some of the statements made in the podcast. Please visit our Podcast 16 Episode Page to view the updated transcript.
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.