))
Finfluencers - Check with Your Advisor Before Believing the Latest Trend
Manage episode 489213851 series 3561340
Raj Shah and Rick Borek of SC Wealth Advisors discuss the growing trend of financial influencers – finfluencers – and why people can be easily misled. They explain how many people online may be getting paid to offer one product and have little to no background in doing so and are getting a commission for offering it. Raj and Rick then share how they have access to a multitude of products and strategies and can tailor those to a specific plan, whereas online advice is often very generic and not right for every person. And they stress to check with an advisor first before committing to something from a random person.
If you have $500K of investable assets or more, schedule your complimentary portfolio x-ray and the “SC Wealth Second Look” with Raj and Rick, as they help you craft a comprehensive plan for your retirement: click here or call 312-345-5494.
Hear “Unleash Your Wealth” every Saturday at 7a and 2p on WIND AM560. Also, hear the weekly “Unleash Your Wealth” podcast on Apple, Spotify, and here: https://scwealthadvisors.com/media/ .
And connect with SC Wealth Advisors on social media:
See omnystudio.com/listener for privacy information.
130 episodes
Share
