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The Questions That Separate a Good Financial Advisor From a Great One | Ep. 3
Most people don't know what a financial advisor actually does, and the industry hasn't made it easy to figure out.
In this episode of Beyond the First Million, Gideon Drucker and Jordan Haines break down the financial advisor jargon, buzzwords, and nonsense that confuse high-income earners every day — and replace it with the real questions you should be asking before you hire anyone.
They cover:
Why your advisor telling you to "go ask your CPA" is a red flag
The difference between a financial advisor, a portfolio manager, and a holistic planner
How the wealth management industry has…
The skinny
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