Curious about the intriguing dynamics within the financial advice industry? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® unveil the hidden realities of the business of financial advice.
This episode talks about the world of financial advisors, exposing the three main business models: commission, fee-based, and fee-only, and how some can be manipulated for profit. We also talk about hidden conflicts of interest that are prevalent in this industry. We discuss resources available to those who have felt cheated or exploited by their financial advisors.
Podcast Episodes Referenced:
- Ep 118: What to look for in a financial advisor?
- Ep 143: Financial Success is Intentional
Youtube Videos Referenced:
- Financial Planner vs Financial Advisor
- Avoid the Annuity Salesperson
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- About Wiser Wealth Management
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This podcast was produced by Wiser Wealth Management. Thanks for listening!