EPISODE · May 4, 2024 · 27 MIN
Ep. 238 - The True Value of Your Financial Advisor
from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning
Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations.
What this episode covers
Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations.
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Ep. 238 - The True Value of Your Financial Advisor
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