7 Questions for a Financial Advisor

from Winning in Retirement · host Akers Financial Group

Send us Fan MailJeff and Brian Akers discuss various ways financial advisors get paid, emphasizing the importance of transparency and prioritizing clients' best interests. They also specialize in retirement planning and financial advisory services, highlighting their fiduciary role and investment philosophy. The duo emphasize the differences between salespeople and financial advisors, and the experience and expertise required for successful financial planning. They also discuss the importance of understanding clients' goals and needs, and asking the right questions when selecting a financial advisor.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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This episode is 52 minutes long.

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This episode was published on July 17, 2021.

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