Episode 1: Introduction to the Advice-only model of Financial Education and Advice.

from Smart Money Conversations · host Brett Croft, CFP®, CFA®, CTFA® and Chris Tabish

What is the real value of a financial advisor? How can I find an advisor that is aligned with my goals and interests? How do I find an advisor with (what Dave Ramsey calls) the "heart of a teacher" ? Find out about the advice-only model for financial advising and why it best and least conflicted of all advising models. Learn how to take control of your financial life and exit the "fee-matrix".Send us a question to: [email protected] by 32Q LLC

Episode metadata supplied by the publisher feed · Published Aug 28, 2025

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Episode 1: Introduction to the Advice-only model of Financial Education and Advice.

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This episode was published on August 28, 2025.

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