Ep 469: Financial Advisors Unfiltered: What They Do, What They Don’t, and What to Ask
The inside scoop on finding a trustworthy financial advisor.
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Show Notes
Finding a trustworthy financial advisor can feel overwhelming, but it doesn’t have to be.
Today, we’re joined by Pam Krueger, an investor advocate and the founder of Wealthramp, a referral service that connects consumers with vetted, fee-only fiduciary advisors, to break down how to find the right advisor for your financial goals. We dive into the biggest red flags to watch for, the difference between fee-only and commission-based advisors, and how to take control of your money with confidence.
Resources & Links Mentioned:
- Connected with a vetted, fee-only financial advisor here.
- Learn more about Pam and Wealthramp.
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- 🚀 FinanceFixx – Our 4 or 8-week coaching program to get your finances on track! Our next 4-week session starts April 2nd, use code WHM for a $100 discount.
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