How To Find The Right Financial Professional? Here’s What You Need To Know (Ep. 4)
When it comes to managing our finances, seeking support from a professional advisor can save us from many costly mistakes.
In this episode, Ryan Poterack uncovers the importance of finding the right financial professional and the concept of comprehensive planning. Ryan stresses the value of gathering quantitative and qualitative information from clients while providing them with a holistic view of their financial situation and personal aspirations.
Listen in as Ryan addresses the challenges faced by ‘do-it-yourselfers’ and the benefits of establishing a fee-for-advice relationship with a financial professional.
Ryan discusses:
- Reasons he gathers quantitative and qualitative client data
- What ‘fiduciary’ means at Poterack Capital Advisory
- The value of asking your advisor about their professional network (ranging from attorneys, CPAs, tax professionals, and beyond!)
- Some of the roadblocks ‘do-it-yourselfers’ face when doing their own financial planning
- And more!
Resources:
- “Making it Count: Life Isn’t Lived On a Spreadsheet” by Ryan Poterack
Connect with Ryan Poterack:
Connect with Poterack Capital Advisory:
- Poterack Capital Advisory
- Meet the team at Poterack Capital Advisory
- LinkedIn: Poterack Capital Advisory
- Facebook: Poterack Capital Advisory
- X (formerly Twitter): Poterack Capital Advisory
- 704-366-5776
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