Episode 10: What is a Financial Advisor?

This week, we are talking about who financial advisors are, what they do, and why you need one. Think of a financial advisor as the ultimate wingman, always there to help keep you on track. Financial Advisors are in the business of helping people make the best financial decisions, and it's important to truly understand what they do. We'll be answering a multitude of questions: Do you need a lot of money to have a financial advisor? When do you need one? What is FINRA and the SEC? How do you prepare to meet with an advisor? Answers to all of this, plus much more, will be discussed!

 

This week's Top 5: Best Sidekicks/Wingmen

Hashtags of the week: #Fiduciary #KatieLikesVillains #ThePenIsRoooyalBlue

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Website: www.bullcastpodcast.com

Produced by Cameron Spann | Powered by Pickler Wealth Advisors

Sound effects obtained from https://www.zapsplat.com

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