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12min chapter
Pam Krueger: How to Find a Financial Advisor
The Long View
Choosing the Right Financial Advisor
This chapter examines WealthRamp's client-centric approach to connecting consumers with financial advisors while maintaining strict privacy protocols. It discusses the significance of understanding personal financial needs prior to advisor selection and highlights the various types of financial planners, especially the distinction between fiduciary and sales-oriented advisors. Listeners learn about the mechanics of referral fees and the importance of transparency in advisor-client relationships, paving the way for informed financial decisions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode