Financial Vitals - 5 Signs You're Working With An Insurance Agent Posing As An Advisor

Financial Residency

EpisodeJan 27, 202422m

Financial Vitals - 5 Signs You're Working With An Insurance Agent Posing As An Advisor

Financial Residency

EpisodeJan 27, 202422m

Insurance agents posing as advisors is more common than you may realize and can create conflicts of interest. The key is having better awareness. Don't get fooled again! In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about five ways to identify whether you are working with an insurance person who is posing as a financial advisor. Topics Discussed: • Sign #1: Aggressive posers seek you out after making contact or via referrals • Sign #2: Posers offer you free or low-cost financial "advice" • Sign #3: Posers act as trusted advisors; don't refer to themselves as salespeople • Sign #4: Advice and product solutions offered by posers are similar across clients • Sign #5: Agents posing as advisors make it difficult to leave them/their products LINK: www.WrenneFinancial.com

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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That's where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You'll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and...

financialresidency.com

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