The Money Puzzle

The Different Types of Advisors

July 30, 2020 Brian Ramsey, Eric Douglas, and Isaac LaFond
The Money Puzzle
The Different Types of Advisors
Show Notes

In this episode we discuss the different types of advisors in the industry you may come across.  What's the difference between a financial advisor, financial planner, and investment manager?  What should your expectations be and how can you verify who it is you're working with?  We'll answer these questions and more.

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