Which Advisor Type is Right for You? episode artwork

EPISODE · Dec 13, 2024 · 19 MIN

Which Advisor Type is Right for You?

from The Live Greater View · host VLP Financial Advisors

In this episode of The Live Greater View, we dive into the critical decision of choosing the right financial advisor for your needs. With so many options out there, from fiduciaries to commission-based advisors, it can be overwhelming to navigate the landscape. Learn about the importance of fiduciary responsibility, the differences between fee-based and commission-based compensation models, and why finding a trusted advisor is more than just checking a box. Whether you're planning for retirement or navigating other financial milestones, understanding the advisor spectrum is key to making informed decisions for your future.Start planning your brighter future today! Tune in and take control of your financial journey with The Live Greater View.VLP Financial Advisors is an independent, full-service wealth services firm, with $1.19 B* in assets under administration as of 7/22/2024, with clients located nationwide. Our professionals work with families and individuals on financial planning, investment management, and retirement planning, as well as with corporate clients and their employees to create and manage retirement plans and employee education. We believe in partnering with our clients to help them align their financial decisions with their goals and vision for the future, so they can live greater at every life stage. We help clients live their best life through our VLP Live Greater Partnership Process. It’s our passion, and we’ll be with you every step of the way. *Cetera Advisor Networks AUM $897 M., Fidelity Retirement AUM $169.4M, ADP Retirement AUM $125M. Securities and Advisory Services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Rose Price, Financial Advisor; and Dan Lash, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.

Episode metadata supplied by the publisher feed · Published Dec 13, 2024

In this episode of The Live Greater View, we dive into the critical decision of choosing the right financial advisor for your needs. With so many options out there, from fiduciaries to commission-based advisors, it can be overwhelming to navigate the landscape. Learn about the importance of fiduciary responsibility, the differences between fee-based and commission-based compensation models, and why finding a trusted advisor is more than just checking a box. Whether you're planning for ...

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Which Advisor Type is Right for You?

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This episode was published on December 13, 2024.

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In this episode of The Live Greater View, we dive into the critical decision of choosing the right financial advisor for your needs. With so many options out there, from fiduciaries to commission-based advisors, it can be overwhelming to navigate...

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