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Optimizing Your Financial World - Episode 8 (How Good is the Financial Advice You're Getting?)
Episode 87th December 2021 • Optimizing Your Financial World • Mark Wade
00:00:00 00:19:42

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In the latest installment of Optimizing Your Financial World, Mark and Ryan steer the conversation inward and leave you questioning the overall quality of the current financial advice you're receiving.

Too many successful and wealth people are not getting the financial guidance that's most appropriate to help them achieve their key financial goals. Listen, as Mark explains why this is happening so frequently and what these people can do about the situation to better improve their overall financial outlook.

So sit back, relax, and enjoy another enlightening conversation!

Timecodes:

0:06 - Overview on the topic of the day

1:12 - People are not receiving the high-quality financial advice they deserve

2:32 - The driving force behind the trend of people receiving less than ideal advice

3:45 - The first step in identifying the right type of financial advice

4:43 - Evaluating an advisor's intent and drive to help you

6:45 - The warning signs to look out for in advisors that will harm your financial well-being

8:46 - Financial predators and the need to steer clear of these types of advisors

10:30 - What Mark believes makes up a consummate professional and elite wealth manager

14:15 - How someone can size up their current advisor or an advisor they are looking into working with

17:08 - How you can contact Mark's team to undergo a financial stress test

18:30 - Closing remarks

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