Financial Advisor? Choose Wisely | RPU Cast Episode 2

In this informative episode of the RPU cast, Jordan and Phillis tackle the crucial topic of selecting the right financial advisor. Join them as they share valuable insights and practical tips to help listeners navigate the process of finding a trustworthy and competent professional to guide their financial journey.
During the episode, Jordan and Phillis emphasize the importance of defining your financial goals and objectives before seeking a financial advisor. They discuss the different types of advisors available, including registered investment advisors, certified financial planners, and wealth managers, highlighting the distinctions and areas of expertise for each.
Listeners will learn about the qualifications and credentials to look for when evaluating potential advisors. Jordan and Phillis provide guidance on researching an advisor's background, checking their professional licenses, and understanding any disciplinary history.
Investment Advisory Services offered throughout Strategic Wealth Investment Group, LLC, a Registered Investment Advisor.
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