Episode 44

Working with a financial "advisor" - What are you paying for?!

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Today we are continuing our conversation around working with a financial professional and what you need to know before you engage in their services.  

We break down what good attorneys really charge and how they are able to charge; such as hourly, by the job, or on a percentage basis. 

Financial Planners and/or their firms do not have a compensation model for this! Most Financial Planners are compensated in some way for asset gathering, selling products, and/or the total amount of revenue generated to their firms. 

You need to understand how paying for services is vital to any relationship, and how to objectively evaluate what you are receiving for what you are paying. 

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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

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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.


About the Podcast

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Ditch the Suits - Your Money, Your Life

About your hosts

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Travis Maus

As CEO, senior Wealth Manager, co-host of "Ditch the Suits," and host of the "Unleashing Leadership" podcast, Travis is committed to empowering all S.E.E.D.'s clients and employees to be their best and receive the highest care and support.
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Steve Campbell

Steve co-hosts Ditch the Suits, hosts the One Big Thing Podcast, and serves as the Chief Brand Officer at S.E.E.D. Planning Group.