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What To Look For When Onboarding | 129

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Manage episode 474954541 series 3240624
Content provided by Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the importance of financial planning, understanding client-focused reforms, and distinguishing between competent advisors and salespeople. Learn about the significance of plain language communication, proper risk assessments, and the pitfalls of high-fee products. Get insights on how thorough information gathering and educational discussions set the foundation for a long-term professional relationship with your advisor.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

135 episodes

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iconShare
 
Manage episode 474954541 series 3240624
Content provided by Jason Pereira. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Pereira or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode of Financial Planning for Canadian Business Owners, host Jason Pereira and guest Harold Geller discuss critical aspects of onboarding with a financial advisor. They delve into the importance of financial planning, understanding client-focused reforms, and distinguishing between competent advisors and salespeople. Learn about the significance of plain language communication, proper risk assessments, and the pitfalls of high-fee products. Get insights on how thorough information gathering and educational discussions set the foundation for a long-term professional relationship with your advisor.

Hosted on Acast. See acast.com/privacy for more information.

  continue reading

135 episodes

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