• EP 04. Financial Advisor vs. Financial Planner

  • Nov 2 2023
  • Length: 9 mins
  • Podcast

EP 04. Financial Advisor vs. Financial Planner

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  • Summary

  • In this episode of "Honest Money Talk," host Hazel Secco, founder of Align Financial Solutions, delves into the crucial question of finding the right financial advisor or consultant. She highlights the common misconception between financial planners and advisors, emphasizing that these terms aren't regulated, allowing anyone to adopt them. Hazel underscores the prevalence of insurance agents using these titles, sometimes leading to a focus on meeting quotas through product sales rather than prioritizing clients' needs.
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