

532b mistruths about financial advisers & a case study
If you've ever wondered what a financial adviser does or how they can help you achieve your financial goals, get this episode in your ears! Glen chats with Alex Luck and Scott Taylor from Everest Wealth. They unpack:
๐๐ผ what does a financial adviser offer that I can't get for free on the internet?
๐๐ฝ fee structure and what to expect when you engage an adviser at Everest Wealth
๐๐พ regulation in the advice industry
๐๐ฟ where to begin if you are looking for an adviser
๐๐ป do I need advice? Some examples of when it might or might not be a good option for you to explore
๐ and a case study of an Everest Wealth client
Check out the case study here: https://bit.ly/everestm3
Need some help with your financial goals? Get connected with Glen's preferred panel of trusted professionals: https://bit.ly/gethelpm3
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