EPISODE · Feb 5, 2021 · 18 MIN
Ep #19: Do Credentials Matter When Seeking Financial Planning Advice?
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas
Should credentials matter when seeking financial advice? We're pretty biased and would say "yes!" But aren't all advisors credentialed the same? Don't they do the same things, get compensated the same way? Actually, no. Listen to Ben and Adam talk about the difference between the butchers and the dietitians in this podcast.Tracking # 1-05107190Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
Embed this episode
What this episode covers
Should credentials matter when seeking financial advice? We're pretty biased and would say "yes!" But aren't all advisors credentialed the same? Don't they do the same things, get compensated the same way? Actually, no. Listen to Ben and Adam talk about the difference between the butchers and the dietitians in this podcast. Tracking # 1-05107190 Thanks for listening! If you want to be notified when the next episode will be released, you can: Subscribe to the ShowFor more insights on everyda...
NOW PLAYING
Ep #19: Do Credentials Matter When Seeking Financial Planning Advice?
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.