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Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different certifications that...
Certified Financial Planners, Chartered FInancial Analysts, Chartered Financial Consultants, Chartered Retirement Planning Counselors, Certified Divorce Financial Analysts. These are just a handful of the types of different certifications that Financial Advisors have in today’s market. There are also Financial Coaches, Financial Educators, Financial Therapists, and a host of others financial professionals with an array of titles, credentials, areas of expertise, and specializations. While it’s great to have choices, how do you go about finding the right professional (or professionals) for you? That’s the topic that Vince discusses on this episode of CFO at Home with Brian Thorp, CEO of Wealthtender, an online marketplace helping people find the best financial advisors and educators for their individual needs. You can learn more about Wealthtender by going to Wealthtender.com
Key Takeaways
The difference between Financial Advisors and Financial Coaches (4:15)
Finding the right financial professional for your situation (7:40)
How Financial Professional make money (12:08)
Financial Certifications (19:05)
The intangibles of selecting a Financial Professional (23:54)
Free and Low Cost Financial Advice (27:00)
Resources:
Ways to Contact:
Contact the Host - vince@thecfoathome.com
