Shownotes
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What Ditch the Suits is all about (00:40)
- We believe there’s a lot of money to be made telling the truth (1:43)
- The financial industry teaches advisors to fake it till you make it (3:33)
- We came to understand you cannot fake your success to get to success (5:00)
- Ditch the suits means let’s be straightforward and honest and take the sales out of it and undressing the financial industry (6:38)
- This is your money and your life; we just want to help you to get more out of it (7:15)
When we knew it was time for us to ditch our suits (9:10)
- People don't want products, they want guidance (11:32)
- We knew there had to be a better way of doing things (16:58)
Why people seek out a financial advisor (22:00)
- People trying to figure out if it’s worth working with a financial advisor (22:42)
- As you accumulate more money, the mistakes you make are more costly (23:41)
Working with a fiduciary (27:18)
- A fiduciary is a financial professional obligated to work in your best interest (27:23)
- Most times you are dealing with the representative of the fiduciary but not the fiduciary itself (30:20)
- You work with an advisor to make sense of things that don't make sense and to save money, save taxes and make good decisions with your money (37:28)
Why you should subscribe and follow this podcast (39:30)
- Real-world experiences...real things real people are dealing with (40:10)
- We want to empower you to ask the right questions (42:10)
- Wealth is not just in dollars (44:25)
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Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.
Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia
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About Your Co-Hosts:
Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.
Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.