#28 - What’s the difference between a financial adviser and financial planner?

In this episode, I answer the question what is the difference between a financial planner and a financial adviser. This actually came about from a question that I got from a new person that reached out to me the other day and made me think that the labels are quite confusing. In this session, I’ll talk about what they mean and I’ll give you a hint that the labels aren’t actually that important but I talk about the different types of financial advice, how to find out the right one who’s gonna help you solve your concerns or help you achieve the outcomes that you want as well as some of the tips of things to look out for when you’re going down this path.

 

What you’ll learn:

*The difference between financial adviser and financial planner

*I’ll give you a hint that the labels aren’t actually that important but I talk about the different types of financial advice

*How to find out the right one who’s gonna help you solve your concerns or help you achieve the outcomes that you want

*Some of the tips of things to look out for when you’re going down this path

 

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