Choosing A Financial Professional with Eli Weissman

In this episode, I sit down with Eli Weissman, a Senior Private Wealth Advisor. Eli shares what to look for in selecting a financial professional as well as the top five mistakes he sees people without children making when it comes to their finances. If you’re wanting to improve your finances in 2023, don’t miss this episode. Links & Resources Mentioned in the Episode: Choosing A Financial Professional: https://www.sec.gov/brokers-and-investment-advisers-tips-chairman-jay-clayton Top Tips for Selecting a Financial Professional: https://www.sec.gov/oiea/investor-alerts-bulletins/ib_selectpro.html#.Y7NzKxtRHPI.mailto Accredited Designations: https://www.finra.org/investors/professional-designations/accredited-designations 3 Things to Know About Financial Designations:https://www.finra.org/investors/insights/financial-designations Connect with Eli: Eli’s website: www.spire-weissman.com LinkedIn https://www.linkedin.com/in/eliweissman/ Also mentioned in this episode: Childfree Financial Planning with Dr. Jay Zigmont __________________________ Don't forget to share, rate, and review this podcast! It helps the podcast reach more listeners. Book your free clarity call today! Are you looking for a community of others who are childfree? Join WNK-Club a community for those opting out of parenthood.