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Episode 6: Selecting Your Financial All-Star Team

Episode 6: Selecting Your Financial All-Star Team

Released Wednesday, 1st May 2019
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Episode 6: Selecting Your Financial All-Star Team

Episode 6: Selecting Your Financial All-Star Team

Episode 6: Selecting Your Financial All-Star Team

Episode 6: Selecting Your Financial All-Star Team

Wednesday, 1st May 2019
Good episode? Give it some love!
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Although many different labels are used, there are really just three types of financial advisors in the industry:Commission-based, Fee-based and Independent and fee-only.While there are excellent advisors in all three categories, and there is a place for each in this field, it is important for any informed consumer to understand how each is compensated, and how that can impact the advice the advisor delivers. Join Don Laubacher, Sequoia's Senior Vice President of Family Wealth for an depth look at these types of financial advisors. Special Guest: Don Laubacher CFP®, CPA, AEP®.

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