The Secrets of the Financial Planning Industry

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.7 • 3.1K Ratings

🗓️ 26 February 2016

⏱️ 36 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Have you ever felt confused about what REALLY goes on in the financial planning industry? Traditionally, financial planning as a profession has lacked transparency, and stories of bad experiences with salespeople disguised as "advisors" deter many people from even trying to seek out reliable, trustworthy financial planners. On today's episode, we're pulling back the curtain to shed light on what really goes on in the financial planning industry, what you need to know to identify sure signs of a good thing and red flags that serve as warnings, and much more. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Would it be really helpful if somebody
0:03.8	gave you the inside track on an entire industry?
0:08.3	Reveal the secrets of an entire industry.
0:12.3	That's what we're going to be covering today.
0:13.8	A lot of people, you look at, you've kind of gotten to the point
0:17.3	you're doing it yourself,
0:18.2	and you've gotten to the point that you've graduated,
0:20.4	and your life has gotten more complicated,
0:22.3	and you want to hire a financial advisor,
0:24.2	but you're like, I have so many questions.
0:26.9	I need to know what it looks like behind the curtain.
0:30.4	Hang in there and listen today's show.
0:32.0	We're going to reveal all the big secrets
0:33.8	of the financial planning industry.
0:35.5	It's Brian Preston, the money guy,
0:38.5	restoring order to your financial chaos, retirement,
0:42.4	investing, taxes.
0:44.3	You've got financial questions,
0:45.9	he's got financial answers.
0:47.9	It's Brian Preston, the money guy.
0:51.2	But this is one of those shows that I think we're kind of unique.
0:55.7	Well, there is no doubt that you and I are unique.
	...

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