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Are Two Financial Advisors Too Many?

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Manage episode 516684913 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver 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.

Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems? Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today!

Here’s what we discuss in this episode:

💬 Two-Advisor Dilemma: why some people think more advisors mean more wisdom

🤯 Confusion & Diversification Myths: how too many voices can create problems

📈 Tax Impacts & Roth Conversions: when uncoordinated strategies could cost you money

🤝 When It Works: cases where multiple advisors can actually add value

Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
Attend an upcoming event: https://www.oliverassetmanagement.com/events

Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ
Facebook: https://www.facebook.com/OliverAssetManagement/
LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

  continue reading

55 episodes

Artwork
iconShare
 
Manage episode 516684913 series 3512330
Content provided by Frank Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Frank Oliver 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.

Some people believe having two financial advisors means double the wisdom. But could it really mean double the problems? Today, Frank tackles a listener’s question about whether splitting money between multiple advisors could be beneficial or just create more confusion. Do more voices mean more value? Tune in as we discuss that idea today!

Here’s what we discuss in this episode:

💬 Two-Advisor Dilemma: why some people think more advisors mean more wisdom

🤯 Confusion & Diversification Myths: how too many voices can create problems

📈 Tax Impacts & Roth Conversions: when uncoordinated strategies could cost you money

🤝 When It Works: cases where multiple advisors can actually add value

Learn more about the T.I.M.E™ process: https://www.oliverassetmanagement.com/time
Phone: (720) 897-8463
Contact our team: https://www.oliverassetmanagement.com/contact#Calendly
It’s T.I.M.E for a plan! Schedule a no-cost session here: https://calendly.com/oliverassetmanagement/schedule-a-meeting-with-frank-oliver?month=2023-09
Get a copy of Frank’s book: https://www.oliverassetmanagement.com/book-copy-request
Check out our other no-cost financial resources here: https://www.oliverassetmanagement.com/resources#GuidesandCheatSheets
Access your Ed Slott Master Elite IRA Advisor Toolbox: https://www.oliverassetmanagement.com/colorado-ed-slott-master-elite-ira-advisor
Attend an upcoming event: https://www.oliverassetmanagement.com/events

Check us out on YouTube: https://www.youtube.com/channel/UCmqjvQuXjfc01YRwMUJBAsQ
Facebook: https://www.facebook.com/OliverAssetManagement/
LinkedIn: https://www.linkedin.com/company/oliver-asset-management-co/

  continue reading

55 episodes

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