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İçerik Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media 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.
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305 | How to Pick a Wealth Manager

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Manage episode 444684556 series 2903666
İçerik Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media 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.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.

Is your financial advisor helping you build wealth or just selling you products?

Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.

In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.

Topics include:

  • Interviewing multiple advisors to find the best fit for your unique needs
  • Working with advisors that offer comprehensive, in-house services
  • The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
  • Choosing a planning-centric firm over one focused solely on investments
  • The importance of patience and avoiding hasty decisions during market dips
  • And other topics…

Connect with Darius:

Website: https://therealdarius.com/

Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/

Instagram: https://www.instagram.com/imthedarius/

YouTube: https://therealdarius.com/youtube

Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708

Sponsors:

Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.

Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.

Go to Quince.com/greatness for free shipping on your order and 365-day returns.

Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

446 bölüm

Artwork

305 | How to Pick a Wealth Manager

The Greatness Machine

13,556 subscribers

published

iconPaylaş
 
Manage episode 444684556 series 2903666
İçerik Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Darius Mirshahzadeh and Darius Mirshahzadeh | YAP Media 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.

This episode is sponsored by BetterHelp. Give online therapy a try at betterhelp.com/MACHINE and get on your way to being your best self.

Is your financial advisor helping you build wealth or just selling you products?

Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.

In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.

Topics include:

  • Interviewing multiple advisors to find the best fit for your unique needs
  • Working with advisors that offer comprehensive, in-house services
  • The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
  • Choosing a planning-centric firm over one focused solely on investments
  • The importance of patience and avoiding hasty decisions during market dips
  • And other topics…

Connect with Darius:

Website: https://therealdarius.com/

Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/

Instagram: https://www.instagram.com/imthedarius/

YouTube: https://therealdarius.com/youtube

Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708

Sponsors:

Timeline - Timeline is offering 10% off your first order of Mitopure. Go to timeline.com/GREATNESS.

Shopify - Sign up for your one-dollar-per-month trial period at shopify.com/darius.

Go to Quince.com/greatness for free shipping on your order and 365-day returns.

Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

446 bölüm

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