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The Greatness Machine

Darius Mirshahzadeh

Entrepreneurship, Education, Business

5.0 • 135 Ratings

🗓️ 25 July 2025

⏱️ 22 minutes

🔗️ Recording | iTunes | RSS

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Summary

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… Sponsored by: Constant Contact: Try Constant Contact free for 30 days at constantcontact.com. IDEO U: Enroll today and get 15% off sitewide at ideou.com/greatness. Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/darius. Shopify: Sign up for a $1/month trial period at shopify.com/darius. 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 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	This episode of The Greatness Machine is sponsored in part by Constant Contact, Indeed,
0:04.0	Shopify, and IDOU.
0:06.3	Constant Contact.
0:07.4	Need marketing that actually works.
0:08.8	Constant Contact makes email, text and social campaigns easy all in one place.
0:12.3	Try it for free for 30 days at Constant Contact.com.
0:16.4	Indeed.
0:17.1	Need to hire fast.
0:18.3	Indeed helps you find quality candidates with sponsored jobs to stand out.
0:21.9	Get a $75 credit at Indeed.com slash Darius. That's Indeed.com slash Darius. Terms and conditions imply. Shopify.
0:29.1	Building a business takes more than a great idea. Shopify makes it simple to sell online with templates, AI tools, and built in marketing.
0:35.4	Start your $1 per month trial at Shopify.com slash Darius.
0:38.7	That's Shopify.com slash Darius.
0:41.1	IDOU.
0:42.2	Unlock your creative edge with online courses from the innovation experts at IDO.
0:46.3	Get 15% off sitewide at IDOU.com slash greatness.
0:50.2	That's IDEO.com slash greatness.
0:56.1	Race the rudder. Raise the sales. Raise the sales.
1:00.0	Captain, an unidentified ship approaching. Over.
1:02.7	Roger that. Wait. Is that an enterprise sales solution?
1:08.1	Reach sales professionals, not professional sailors. With LinkedIn ads, you can target the
1:13.6	right people by industry, job title, and more. To get 100 pounds off your first campaign, go to
	...

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