Money Rehab with Nicole Lapin When You Need a Financial Advisor and How Find the Right One with Peter Mallouk (CEO of Creative Planning)
Jan 15, 2025
Peter Mallouk, CEO of Creative Planning and a financial planning expert, shares invaluable insights on selecting the right financial advisor. He discusses the importance of establishing your financial goals and knowing when to seek help. Listeners learn essential tips for vetting advisors and what to expect in initial consultations. Mallouk emphasizes understanding compensation models and highlights the benefits of fee-based structures. His practical advice ensures that clients can effectively navigate their financial journey with the right support.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Understanding When and How to Hire a Financial Advisor
02:11 • 4min
Choosing the Right Financial Advisor
06:09 • 5min
Navigating Your First Meeting with a Financial Advisor
11:35 • 6min
Working with Financial Advisors
17:17 • 6min
Understanding Financial Advisor Compensation Models
22:51 • 5min