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028: Why All Financial Advisors Aren’t Created Equal with Brad Johnson
Manage episode 360483126 series 3001511
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Contrary to popular belief, all financial firms and their advisors are not created equal. It’s actually a common myth that all financial advisors do the same thing and give the same advice. What they do–and how they do it–can be drastically different from company to company.
We started SHP Financial in the early 2000s, but it wasn’t until the 2010s that we really began to scale our practice–and it couldn’t’ve happened without today’s guest.
Brad Johnson is a principal at Triad Partners, and he’s coached thousands of financial advisors to hone their craft and become the best of the best in the industry. Brad played an instrumental role in our growth, and his knowledge and experience has improved the lives of countless retirees and the advisors who work with them.
In today’s conversation, we dig into the difference between independent and captive financial advisors, the key questions you should ask any potential advisor, and why there’s so much more to retirement planning than creating a portfolio of stocks, bonds, and mutual funds.
In this podcast interview, you’ll learn:
- Why some financial advisors and insurance agents choose products that aren’t in their clients’ best interest.
- The difference between people who call themselves fiduciaries in their commercials and actual fiduciaries.
- Why the best advisors have every tool at their disposal to help you.
- Why an investment portfolio alone is not a plan.
- The big questions you need to ask as you plan the retirement of your dreams.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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