Blog

How To Decide What Questions to Ask A Financial Advisor on Your First Visit

By Samantha Stutsman Once you’ve decided to get professional help with your finances, choosing the right financial advisor can feel like an overwhelming task. After all, this is a potentially long-term relationship that could influence some of your biggest life decisions. You’ll want to interview at least three financial advisors before signing on with one for the […]

The Comprehensive Guide to How to Become a Financial Advisor

By Sammi Caramela Many–if not most–people struggle with their finances at some point in their lives. Often, it has less to do with how much they earn and more to do with with how they manage their money. That’s where financial advisors come into play. But being the right person to give financial advice comes down […]

How Financial Advisors Get Paid Can Impact Your Portfolio

By Nikki Carter A recent survey uncovered that 34% of adults polled don’t know who to consult for financial advice. They feel like they don’t have the know-how to plan on their own, and are overwhelmed by the intricacies of the financial tools available to them in the choose-your-own-adventure financial world of 2019. So, the next logical […]

Financial Advisor vs Planner vs Coach vs Everything Else: What’s the Difference?

By Katya Delaney There are dozens of professions, from doctors to bus drivers, that require occupational  licensing from the state or federal government. You might be surprised to learn that financial advisors and financial planners are not among them. The titles “Financial Advisor” and “Financial Planner” themselves are not recognized by the Securities and Exchange Commission or […]