Ep 68: My Journey As A Financial Planner

Retire Smarter with Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP® · Mar 11, 2021 · 39m

Fish mislabeling was once rampant in the US. Thought you were getting Red Snapper? Surprise! You get porgy or tile fish. Deceptive marketing for profits at best and exposing consumers to serious health risks, including food allergens and heavy metals in pregnant women at worst.

Sadly, many 'financial advisors' are similarly mislabeled and may cause financial harm. After all, you just need a 70% on a multiple-choice test and a high school diploma to become registered (and the high school diploma is optional.)

So how do you ensure you're hiring a true professional: one who is both competent and…