EPISODE · Jul 30, 2020 · 53 MIN
The Different Types of Advisors
from Retirement Planning Happy Hour · host Brian Ramsey, Eric Douglas, and Isaac LaFond
Send us Fan MailIn this episode we discuss the different types of advisors in the industry you may come across. What's the difference between a financial advisor, financial planner, and investment manager? What should your expectations be and how can you verify who it is you're working with? We'll answer these questions and more.Website: Family Wealth Planning PartnersSchedule a Call: https://www.fwppartners.com/contactFollow FWPP:LinkedIn: Eric Douglas, Brian Ramsey, Chris Vaughn, Aaron McAndrew FacebookInstagram
What this episode covers
Send us Fan Mail In this episode we discuss the different types of advisors in the industry you may come across. What's the difference between a financial advisor, financial planner, and investment manager? What should your expectations be and how can you verify who it is you're working with? We'll answer these questions and more. Website: Family Wealth Planning Partners Schedule a Call: https://www.fwppartners.com/contact Follow FWPP: LinkedIn: Eric Douglas, Brian Ramsey, C...
NOW PLAYING
The Different Types of Advisors
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.