Building Your Advisory Team

How Money Works

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Financial planning is much more than investing and constructing a portfolio. You have to take your entire picture into account, which isn’t easy to do on your own. That’s why you want to surround yourself with a trusted group of professionals who can guide you through each aspect of planning.

In this episode, we’re going to talk about the best approach to building an advisory team. We’ll discuss the importance of a fiduciary standard, the nuances of investment fees, and the significance of a tailored investment philosophy. Discover how to build a trusted advisor network with your CPA, attorney, and financial advisor to ensure your financial health. Plus, learn how to ask the right questions when meeting with an advisor for the first time.

There’s a lot to cover in this episode of How Money Works and you don’t want to miss any of it, so tune in and hear from Craig and Jennifer.

Here’s some of what we discuss in this episode:

What makes an advisor a fiduciary?
Knowing what services you are getting for the fees you are paying.
How we help create a trusted advisor network for you.

Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/

Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin

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