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How Financial Advisors Get Paid (and Why It Matters More Than You Think) | Ep 03

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Manage episode 501552090 series 3682328
Content provided by Linda Grizely Ventures, LLC and Linda Grizely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Linda Grizely Ventures, LLC and Linda Grizely 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.

Let’s pull back the curtain on something most people never ask about, but should.

In this episode of Real Money, Real Life™, I’m talking about how financial advisors get paid… and why that matters more than you probably realize. Because even the kindest, most well-meaning advisor can be influenced, consciously or not, by how they earn their paycheck.

We’ll cover:

  • The 4 main compensation models: commission-based, fee-based, fee-only, and advice-only
  • What “fiduciary” really means (and what it doesn’t)
  • My own path through the financial services industry, and why I now call myself “education-only”
  • 5 essential questions to ask before hiring any financial professional

Whether you’re working with someone now, or thinking about it, this episode will help you show up to those conversations with clarity and confidence.

You don’t have to be a financial expert. You just need to understand the system well enough to protect yourself.

Because you deserve transparency. You deserve advice that puts you first.

Explore courses, coaching, and the MeMoney™ Method to get the clarity you deserve.

Connect with Linda: Website: https://www.LindaGriz.com Instagram: https://www.instagram.com/lindagrizely Facebook: https://www.facebook.com/thelindagrizely LinkedIn: https://www.linkedin.com/in/linda-grizely LinkedIn LGV: https://www.linkedin.com/company/linda-grizely-ventures LinkedIn RMRL: https://www.linkedin.com/company/real-money-real-life/ TikTok: https://www.tiktok.com/lindagrizely X: https://x.com/LindaGrizely YouTube: https://www.youtube.com/@LindaGrizely eSpeakers: https://www.espeakers.com/marketplace/profile/51801/linda-grizely Podmatch: https://podmatch.com/guestdetailpreview/linda

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Resources/Freebies: https://www.lindagriz.com/resources What’s Your Money Personality Quiz: https://bit.ly/MonPersQuiz What’s Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz

  continue reading

6 episodes

Artwork
iconShare
 
Manage episode 501552090 series 3682328
Content provided by Linda Grizely Ventures, LLC and Linda Grizely. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Linda Grizely Ventures, LLC and Linda Grizely 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.

Let’s pull back the curtain on something most people never ask about, but should.

In this episode of Real Money, Real Life™, I’m talking about how financial advisors get paid… and why that matters more than you probably realize. Because even the kindest, most well-meaning advisor can be influenced, consciously or not, by how they earn their paycheck.

We’ll cover:

  • The 4 main compensation models: commission-based, fee-based, fee-only, and advice-only
  • What “fiduciary” really means (and what it doesn’t)
  • My own path through the financial services industry, and why I now call myself “education-only”
  • 5 essential questions to ask before hiring any financial professional

Whether you’re working with someone now, or thinking about it, this episode will help you show up to those conversations with clarity and confidence.

You don’t have to be a financial expert. You just need to understand the system well enough to protect yourself.

Because you deserve transparency. You deserve advice that puts you first.

Explore courses, coaching, and the MeMoney™ Method to get the clarity you deserve.

Connect with Linda: Website: https://www.LindaGriz.com Instagram: https://www.instagram.com/lindagrizely Facebook: https://www.facebook.com/thelindagrizely LinkedIn: https://www.linkedin.com/in/linda-grizely LinkedIn LGV: https://www.linkedin.com/company/linda-grizely-ventures LinkedIn RMRL: https://www.linkedin.com/company/real-money-real-life/ TikTok: https://www.tiktok.com/lindagrizely X: https://x.com/LindaGrizely YouTube: https://www.youtube.com/@LindaGrizely eSpeakers: https://www.espeakers.com/marketplace/profile/51801/linda-grizely Podmatch: https://podmatch.com/guestdetailpreview/linda

---

Resources/Freebies: https://www.lindagriz.com/resources What’s Your Money Personality Quiz: https://bit.ly/MonPersQuiz What’s Holding You Back from Financial Confidence Quiz: https://bit.ly/FinConfidQuiz

  continue reading

6 episodes

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