532b mistruths about financial advisers & a case study
money money money · Glen James
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Show Notes
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:
👉🏼 what does a financial adviser offer that I can't get for free on the internet?
👉🏽 fee structure and what to expect when you engage an adviser at Everest Wealth
👉🏾 regulation in the advice industry
👉🏿 where to begin if you are looking for an adviser
👉🏻 do I need advice? Some examples of when it might or might not be a good option for you to explore
👉 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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