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The Real Cost Of Hiring A Financial Advisor: Part 1
Manage episode 430434662 series 3467946
Kandungan disediakan oleh Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Dawn Dahlby, CFP®, BFA, Dawn Dahlby, and BFA atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
Are you confused about the true cost of hiring a financial advisor? You’re not alone. In this episode, certified financial planner and behavioral financial advisor Dawn Dahlby dives deep into the often misunderstood world of financial advisor fees.
In This Episode:
• Dawn addresses the common misconceptions about the cost of financial advice.
• Learn about the different ways advisors get paid, from flat fees to assets under management (AUM).
• Discover why understanding these costs is crucial to making informed decisions about your financial future.
• Hear Dawn’s expert take on why everyone, regardless of their wealth, can benefit from having a financial advisor.
• Get insights into the value that professional financial guidance can bring, from investment strategies to tax planning.
With over 20 years of experience and as the CEO of Relevé Financial Group, Dawn shares her expertise to help you navigate the complex financial landscape. Whether you’re a seasoned investor or just starting out, this episode is packed with valuable information that can save you money and stress in the long run.
This is just the beginning of a two-part series designed to equip you with the knowledge you need to make the best financial decisions.
Make sure to subscribe so you don’t miss Part 2, releasing August 6th, where Dawn will delve into the specific investment strategies her team uses to maximize client value.
35 episod
Kongsi
