Working with a financial "advisor" - The fiduciary responsibility of your planner

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Listen in as we bring this series to a close. We have spent three episodes helping outline how you can begin to ascribe value when working with a financial professional. You should absolutely demand the best!

In this episode, we explain why a "good" planner can charge what they charge. If they are good and genuinely taking a holistic approach, then they have the answers to the questions you are asking (and paying for!)

Areas we discuss: holistic planning, segmentation, teaming, fee-only planning, transparent agreements, and your planner's fiduciary responsibility to you.

Thanks to our episode sponsor, Fee-only Network! FeeOnlyNetwork.com is where you go to find a financial advisor that is fee-only.  What does that mean? It means that the advisor does not make commission or get paid by anyone other than the client.  Only 2% of advisors in the US meet this criteria. Find a fee-only financial advisor at FeeOnlyNetwork.com.

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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia

📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com

👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.