When seeking out a new advisor, are you looking for a financial advisor or a wealth manager?
To help you make the right choice for your needs, Esther Szabo welcomes back Erik Schei to uncover how these two types of advisors differ in their approaches to planning — and how Gates Pass Advisors sets themselves apart with their holistic approach.
In this episode, you’ll learn:
How big brokerage and independent firms tend to approach planning
Examples of how people’s definitions of financial planning can vary widely
What to look for when interviewing potential advisors
How Gates Pass Advisors approaches financial planning and investing
And more!
Join Esther and Erik now to consider which is right for you: a financial planner or a wealth manager?
Related: Looking Ahead With Clarity: 5 Financial Predictions for 2020