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Today we are continuing our conversation around working with a financial professional and what you need to know before you engage in their services.  

We break down what good attorneys really charge and how they are able to charge; such as hourly, by the job, or on a percentage basis. 

Financial Planners and/or their firms do not have a compensation model for this! Most Financial Planners are compensated in some way for asset gathering, selling products, and/or the total amount of revenue generated to their firms. 

You need to understand how paying for services is vital to any relationship, and how to objectively evaluate what you are receiving for what you are paying. 

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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

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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.