Episode 31 – Answering Prospective Clients’ Frequently Asked Questions
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
Are you curious about financial advisors and how they can help you? Do you know how to tell if you need one — and how to find the right one?
These are just a few questions that Royal Standley receives on a regular basis by new and prospective clients alike. Today, Royal is sitting down to answer some of these frequently asked questions, all the while highlighting the importance of working with an expert.
In this episode, you will learn:
- The benefits of working alongside a financial professional
- The difference between a financial advisor and asset manager — and how to find the right one
- What being a fiduciary means
- About conflict of interest in the financial services industry
- And more!
Tune in now to hear the answers to your burning questions — and to learn what considerations you should keep in mind when seeking a financial planner and advisor!
Resources: Oregon Pacific Financial Advisors | The Life by Design Podcast | Royal Standley
Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.