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What Type of Financial Advisor is Best For You?
Manage episode 362240087 series 3472417
Conteúdo fornecido por Kimsey Hollifield. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Kimsey Hollifield ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Hi, I'm Kimsey Hollifield. As a fiduciary advisor, I'm obligated to act with my client's best interest in mind. If this sounds good to you, I'd love to meet in person, over Zoom, or over coffee in or around Summerville, SC. Let's connect: (843) 400-3022 or https://www.hollifieldfinancial.com. Thanks for watching.
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Video Chapters:
00:00 Intro
00:09 Video Intro
00:18 3 Ways to Setup A Financial Advisor Business
00:34 1) Banks
02:07 2) Wirehouse/Brokerage Firms
04:06 3) Independent Fiduciary Advisors
06:23 Recap/Outro
06:45 Slide With 3 Types/Review
06:58 Disclosures
#wealth #retirement #lifestyle #advisor #morganstanley #ubs #merrilllynch #fees
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Interested in learning more? Visit us at https://www.hollifieldfinancial.com/ or give us a call at (843) 400-3022.
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