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What Type of Financial Advisor is Best For You?
Manage episode 362240087 series 3472417
İçerik Kimsey Hollifield tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Kimsey Hollifield veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Hi, I'm Kimsey Hollifield. As a fiduciary advisor, I'm obligated to act with my client's best interest in mind. If this sounds good to you, I'd love to meet in person, over Zoom, or over coffee in or around Summerville, SC. Let's connect: (843) 400-3022 or https://www.hollifieldfinancial.com. Thanks for watching.
Follow us on social:
https://www.facebook.com/hollifieldfinancialgroup
https://www.instagram.com/hollifield.financial.group
Video Chapters:
00:00 Intro
00:09 Video Intro
00:18 3 Ways to Setup A Financial Advisor Business
00:34 1) Banks
02:07 2) Wirehouse/Brokerage Firms
04:06 3) Independent Fiduciary Advisors
06:23 Recap/Outro
06:45 Slide With 3 Types/Review
06:58 Disclosures
#wealth #retirement #lifestyle #advisor #morganstanley #ubs #merrilllynch #fees
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Interested in learning more? Visit us at https://www.hollifieldfinancial.com/ or give us a call at (843) 400-3022.
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