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5 Things a Good Financial Advisor Will Do for You

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Manage episode 520020807 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals.

The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind?

Find out with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week’s episode of Managing Your Financial Future!

  continue reading

243 episodes

Artwork
iconShare
 
Manage episode 520020807 series 3428540
Content provided by Lucia Capital Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lucia Capital Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

There’s a lot of confusion about what a financial advisor actually does. Some people think it’s all about picking investments or predicting the market, but the best advisors focus on something much more personal: you and your goals.

The best advisors explain how they’re paid, talk openly about risk, give you time to make decisions, and encourage your questions. So what else should you expect when you sit down with someone who truly has your financial future in mind?

Find out with podcast host Johnny Dean and Rick "The Professor" Plum, CFP® on this week’s episode of Managing Your Financial Future!

  continue reading

243 episodes

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