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While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service.
After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice.
To help you better understand how to find the right financial advisor for you, Jeremy Keil welcomes Keil Financial Partners advisor John Kurcz in today’s episode. With a background in both investment sales and financial planning, John shares his insight on these different approaches and how their level of client services can vary.
In this episode, you’ll learn:
- How investment sales work differs from financial advice
- Why John made the switch to financial planning with Keil Financial Partners
- How to figure out the best type of advisor for you
- The value certifications can bring to advisors and clients alike
- And more!
Join Jeremy and John now and discover how you can find the right advisor for you!
Resources: Keil Financial Partners | 3 Keys You Should Know Before Choosing a Financial Advisor | 6 Questions Retirees Aren’t Asking But Should Be | Subscribe
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.