Latest / The Executive Financial Planning Podcast
Empower yourself to find the Right Financial Advisor for YOU
Most people never fire their financial advisor — even when that advisor has never once asked what they actually want out of life. In this episode, we break down three questions almost nobody thinks to ask when choosing (or vetting) a financial advisor, why “are you a fiduciary?” is the wrong question if you don’t already work in finance, and why executives with equity compensation need someone who’s actually handled RSUs and stock options before — not someone learning on your dime. Plus: a preview of our next conversation with author and advisor Heather Ettinger, and a statistic about advisor…
The skinny
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