Four Types of Advisors
August 1, 2021
Finding the right financial advisor is a challenging task
Wealthy and successful families are struggling to find financial advisors that will give advice that's most appropriate to help them achieve their key financial goals. Ask yourself, how good is the financial advice that I'm getting? This month's flash report will give you the tools you need to determine if the professionals in your life are a good fit for you and your goals.
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Here’s what we discuss in this episode: 📊 Diversify to avoid concentration risk ✅ Know when you’ve “made it” 🔄 Planning is an ongoing process 🏥 Life changes demand financial adjustments 🛡️ Protect your retirement from unnecessary risk
What could threaten everything you’ve built with your business partner? Rob calls them the “5 Ds:” death, divorce, disability, disagreements, and dissolution.
In this episode, Rob dives into the often-overlooked world of property and casualty insurance, where hidden gaps could leave your home, vehicles, or umbrella policies vulnerable.
