Podcast
Money Rehab with Nicole Lapin
Nicole mentioned using a cheat sheet in one of her books called "Misinependent".
I have a cheat sheet in misinependent too asking about what your comp structure is do you take fees on different purchases and also do they sell other product do they get paid for insurance you have t...
— Episode: Why You Need a Financial Planner— and No...
Episode: Why You Need a Financial Planner— and No, You Don’...
Nicole mentioned using a cheat sheet in one of her books called "Misinependent".
I have a cheat sheet in misinependent too asking about what your comp structure is do you take fees on different purchases and also do they sell other product do they get paid for insurance you have to remember the incentive and compensation models can drive how people think about giving you advice so asking those questions about how the advisor gets paid really really important before you sign on the dotted line with a financial advisor.