Navigating the Financial Advisor Title Trap: Why Fee-For-Service Planners Are the True Superheroes

Unconventional Wisdom

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Are you ever confused by all the different titles that financial planners and advisors use?

What types of advice and services do they offer?

Which one offers what you are looking for?

When you have real worries or questions about your money, “who you gonna call?” Who is the super-hero of advice?

In my podcast episode you’ll learn:

When you want real advice, what are the most valuable types of advice to help you?
What are the main titles planners & advisors use?
What services and advice does each typically offer?
Which type is the best to create a professional Financial Plan and confidence in your future?
Which type offers on-going Full Service to be your financial guru and help you in all areas of your finances?
Which types are unbiased, fee transparent, and have a fiduciary duty to you?
Which types can help you with a wide range of investments and the best ones for you?
Which ones are “Old Bay Street” and which are “New Bay Street?
What would you look for to find your financial planner super-hero?

Quick disclaimer: Terms like financial planner and financial advisor are broad and often used interchangeably. What I’m sharing reflects common patterns I’ve seen, not a blanket description of every professional using these titles. There are lots of exceptions!

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