4min chapter

Financial Advisor Success cover image

Ep 325: Building Success In The Financial Advice Business From A Financially Challenged Upbringing With Brenda Hiscock

Financial Advisor Success

CHAPTER

The Role of an Investment Advisor in Retirement Planning

I deal with a lot of expatriates and disabled clients and their families. We do not receive any commissions from any advisors so in some cases advisors will offer our clients reduced fees because to offset what they would have paid us. I educate my clients on all the different options that are available in the marketplace and how each of them work then go off and make an informed decision. If someone buys an investment plan it comes with a year of ongoing service but I'm not able to recommend any specific stocks ETFs or anything like that okay now help us understand the just the advisory firm that you're in today and who they are and what they do.

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