How To Find the Right Advisor for Your Planning Needs

Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs?

In this episode, Royal Standley focuses on what the different designations mean, both for the advisor’s education and for the clients looking to find the right advisor. Royal explores how having more designations isn’t always the best option for providing great advice or time management.

Royal discusses:

  • What the different titles for financial advisors mean for the services they provide
  • Why finding a focused advisor rather than an advisor with multiple licenses can provide a better planning experience
  • The importance of transparency between the client and their advisors
  • How the advisor’s education impacts the way they advise their clients

Related: How To Avoid Becoming an Estate Planning Horror Story