• Ep 30 Financial Advisors: Myths, Misconceptions, and Real Benefits

  • Sep 4 2024
  • Duración: 18 m
  • Podcast

Ep 30 Financial Advisors: Myths, Misconceptions, and Real Benefits

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  • Resumen

  • In this episode of "Smart Wealth," hosts Brett Cranson and Omari Whyte dive into the often-misunderstood world of financial advisors. They discuss the common misconceptions about what financial advisors do and emphasize the importance of aligning financial strategies with personal goals. Using relatable analogies, they explain how advisors, like personal trainers, guide clients to stay on track with their financial fitness. Discover how to evaluate the value of advice you receive and learn practical tips on navigating client-advisor relationships. Don’t miss this insightful conversation on maximizing your financial well-being!

    LinkedIn Brett Cranson: linkedin.com/in/brettcranson

    LinkedIn Omari Whyte: linkedin.com/in/omari-whyte

    For business inquiries, please head over to

    https://www.uptownwealthmanagement.com
    https://www.familyfirstadvisors.ca

    email:

    brett.cranson@ipcsecurities.com

    omari.whyte@familyfirstadvisors.ca

    Brett Cranson & Omari Whyte have been helping Canadians with their Financial, Retirement and Estate Planning since 2003. Our office is based in Toronto, ON, Canada - but help Canadians Coast to Coast.

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