In the latest installment of Wealth Insights with Mitch Silberman, we force you to look inward at the financial advice you're currently receiving. Is it just good enough? Are your needs being met? Are your goals for the future being considered within your financial plan?
Listen as Mitch and Ryan explore these questions and why they are so vitally important to consider. Frankly, too many successful people and families are not getting the financial guidance that is most appropriate to help them achieve their key financial goals.
Sit back, relax, and enjoy another thought-provoking episode that will provide you with some suggestions to help receive the financial advice that's right for you!
Timecodes:
0:18 - Overview on the topic of the day
2:08 - More and more people are not receiving the financial advice that's right for them
3:27 - The human element lies at the core of this conversation
6:42 - The dual lens approach a wealth manager should bring to the table
9:25 - The financial predators that exist today
11:25 - What the consummate professional looks like today
14:30 - The steps that someone can take to size up an advisor and evaluate their ability
17:28 - How good is the financial advice you're currently getting?
18:44 - Closing remarks
Connect with Mitch Silberman:
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