305 | How to Pick a Wealth Manager

The Greatness Machine

Darius Mirshahzadeh

Entrepreneurship, Education, Business

5.0 • 135 Ratings

🗓️ 11 October 2024

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self. Is your financial advisor helping you build wealth or just selling you products? Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future. In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis. Topics include: Interviewing multiple advisors to find the best fit for your unique needs Working with advisors that offer comprehensive, in-house services The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor Choosing a planning-centric firm over one focused solely on investments The importance of patience and avoiding hasty decisions during market dips And other topics… Connect with Darius: Website: ⁠https://therealdarius.com/⁠ Linkedin: ⁠https://www.linkedin.com/in/dariusmirshahzadeh/⁠ Instagram: ⁠https://www.instagram.com/imthedarius/⁠ YouTube: ⁠https://www.youtube.com/@Thegreatnessmachine⁠ Book: The Core Value Equation ⁠https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Sponsors: Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS. Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius. Go to Quince.com/greatness for free shipping on your order and 365-day returns. Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	When Kate and Jervais founded Health and Her in 2019, they set out to transform Menopause care.
0:06.4	Through Barclay's Eagle Labs, they gained specialist industry and business expertise,
0:11.0	with support and training for the whole team.
0:14.0	But the story doesn't end here.
0:17.0	Because Health and Her are only just getting started,
0:20.0	selling at major UK retailers,
0:22.0	and making a real difference to thousands of lives.
0:25.7	Grow your business.
0:27.1	Bank on Barclays.
0:28.6	Search Barclays business banking.
0:30.1	Love Gang, welcome to the greatness machine.
0:31.7	I'm your host Darius from Shazday. I'm so pumped to have you here with me.
0:34.4	Now listen, the greatness machine were about two things. Number one, people were living their passions, and number two,
0:40.8	those who were creating greatness in the world and doing both of these things
0:43.3	despite the odds against them. Each episode we're going to feature
0:46.4	interviews with game-changers, business leaders, you know telling us their origin
0:49.9	stories, what made them tick, what got them to where they are now?
0:53.0	Why? So it can help you step into your greatness within your life, your business, and your career.
0:58.0	Occasionally, you might hear a few solo episodes for myself.
1:01.0	Moa, as I say, as I leverage my 20 years of entrepreneurship as a CEO and
1:04.5	founder to help you grow and level up in your journey to scale your life and your
1:08.3	business. So come be a fly on the wall, enjoy the conversation, and I'm stoked to have you hear of me.
	...

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