While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service.
After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice.
To help you better understand how to find the right financial advisor for you, Jeremy Keil welcomes Keil Financial Partners advisor John Kurcz in today’s episode. With a background in both investment sales and financial planning, John shares his insight on these different approaches and how their level of client services can vary.
In this episode, you’ll learn:
- How investment sales work differs from financial advice
- Why John made the switch to financial planning with Keil Financial Partners
- How to figure out the best type of advisor for you
- The value certifications can bring to advisors and clients alike
- And more!
Join Jeremy and John now and discover how you can find the right advisor for you!