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Choosing the Right Financial Advisor: Interview with Brian Bachelier of Hawthorne Capital
Manage episode 521339949 series 3316811
Choosing the right financial advisor can make or break your long term financial future. I sat down with Brian Bachelier of Hawthorne Capital to talk about the decisions that create real financial security, the red flags people miss, and the qualities every great advisor should have.
Brian’s background is unique, Chicago Board of Trade, hedge fund management, equity trading, strategy development, and now a Certified Financial Planner and Certified Market Technician. His approach is built on clarity, transparency, and always acting in the client’s best interest.
What this episode covers:
- How Brian developed his expertise
- What most people misunderstand about advisors
- Fiduciary vs. suitability explained
- How to know if your advisor is doing right by you
- The role of AI in financial planning
- Key financial decisions business owners must consider
Tune in and take control of your financial future with the right information.
Connect with Brian
- https://www.linkedin.com/in/brianbachelier/
- https://www.facebook.com/people/Brian-Bachelier-CFP-CMT-Hawthorne-Capital-Wealth-Advisors/61583141036272/
- https://www.youtube.com/@BrianBachelier
- https://x.com/bbachelier
Connect with Builders of Authority
- Website: https://buildauthority.com
- FREE Facebook Group: https://www.facebook.com/groups/7685392924809322
- BOA Mastermind: https://buildauthority.co/order-form-mastermind
- GoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney
196 episodes
Manage episode 521339949 series 3316811
Choosing the right financial advisor can make or break your long term financial future. I sat down with Brian Bachelier of Hawthorne Capital to talk about the decisions that create real financial security, the red flags people miss, and the qualities every great advisor should have.
Brian’s background is unique, Chicago Board of Trade, hedge fund management, equity trading, strategy development, and now a Certified Financial Planner and Certified Market Technician. His approach is built on clarity, transparency, and always acting in the client’s best interest.
What this episode covers:
- How Brian developed his expertise
- What most people misunderstand about advisors
- Fiduciary vs. suitability explained
- How to know if your advisor is doing right by you
- The role of AI in financial planning
- Key financial decisions business owners must consider
Tune in and take control of your financial future with the right information.
Connect with Brian
- https://www.linkedin.com/in/brianbachelier/
- https://www.facebook.com/people/Brian-Bachelier-CFP-CMT-Hawthorne-Capital-Wealth-Advisors/61583141036272/
- https://www.youtube.com/@BrianBachelier
- https://x.com/bbachelier
Connect with Builders of Authority
- Website: https://buildauthority.com
- FREE Facebook Group: https://www.facebook.com/groups/7685392924809322
- BOA Mastermind: https://buildauthority.co/order-form-mastermind
- GoHighLevel Extended 30-day Free Trial w/TONS of Personal Branding Bonuses: http://gohighlevel.com/adammcchesney
196 episodes
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