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Why We Hate the Term Financial Advisor
Manage episode 508361953 series 3675038
In this episode, we dive into the misconceptions surrounding the term “financial advisor.” Today, many insurance companies encourage agents to get licensed so they can present themselves as advisors. While that may sound legitimate, much of the guidance they provide still ties back to the products their company sells.
We’ll explore the critical differences between investment advisors and financial planners, why validation is not the same as strategy, and how overlooking pitfalls can leave gaps in your retirement plan. More importantly, we’ll break down the mistakes people make when they confuse product-driven advice with true planning.
If you’re serious about building a secure financial future, you need more than investments—you need a complete plan. This episode will help you spot red flags, understand the difference between sales and strategy, and avoid costly missteps.
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Website: Family Wealth Planning Partners
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