How to Find the Right Advisor for Your Planning Needs (Ep. 75)

The Life By Design Podcast

15-02-2023 • 34 mins

Financial planning designations are an alphabet soup of letters that aren’t always explained. How do you choose the right advisor for your planning needs? In this episode, Royal Standley focuses on what the different designations mean, both for the advisor’s education and for the clients looking to find the right advisor. Royal explores how having …

Read More Read More

You Might Like

The Ramsey Show
The Ramsey Show
Ramsey Network
The Canadian Investor
The Canadian Investor
Braden Dennis & Simon Belanger
Think Fast Talk Smart: Communication Techniques
Think Fast Talk Smart: Communication Techniques
Matt Abrahams, Think Fast Talk Smart
Marketplace
Marketplace
Marketplace
CREATIVO
CREATIVO
Roberto Mtz
Motley Fool Money
Motley Fool Money
The Motley Fool
TLDR
TLDR
Devin Friedman, Sarah Rieger, Matthew Karasz
The Prof G Pod with Scott Galloway
The Prof G Pod with Scott Galloway
Vox Media Podcast Network
PBD Podcast
PBD Podcast
PBD Podcast
The Economics of Everyday Things
The Economics of Everyday Things
Freakonomics Network & Zachary Crockett