Am I Buying a Financial Plan or a Financial Product? The Difference Between Being Served and Being Sold
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Am I Buying a Financial Plan or a Financial Product? The Difference Between Being Served and Being Sold
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About this listen
Are you being sold or served? Financial Planning vs. Financial Products.
In this episode, we delve into the critical differences between buying a genuine financial plan and being sold a financial product:
- We discuss personal experiences and client stories to illustrate how the financial industry often conflates financial advising with product sales, sometimes to the detriment of consumer interests.
- We also explore the importance of understanding business models, paying directly for advice, and recognizing signs that you may be steered toward products instead of comprehensive planning.
- We wrap up with tips on making informed decisions and resources for further guidance.
🎯 RESOURCES FROM THIS EPISODE:
- Visit our website to request a complimentary consultation: https://www.abundancewm.com
- Download our free Financial Advisor Interview Guide here: https://drive.google.com/file/d/1QmqFiI1sqeT1Gh8xvV0Wpl7CrytDYg_c/view?usp=sharing
🎧 Listen on Apple Podcasts, Spotify, or watch the full video version on YouTube: https://youtu.be/BIs76BrgNXQ
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