Today I’m wrapping up our series on Financial Advisors by answering five (5) common questions.

Questions such as:

• How important are professional designations like CFP or CFA?
• What is the process for firing a financial advisor?
• Will I incur fees and taxes when transferring investment accounts to another financial institution?

I’m also sharing more about financial coaches + what to do if you are a victim of bad financial advice.

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How to Listen to Today’s Episode

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Episode Resources

• Subscribe to the Stay Wealthy Newsletter! 📬
• Financial Advisor Series [Stay Wealthy]:
  • Part 1: What Are Financial Advisors and What Do They Do 
  • Part 2: The 5 Different Types of Financial Advisors
  • Part 3: What Fees Do Financial Advisors Charge
  • Part 4: Should You Work With a Fiduciary + How to Find an Advisor
• Professional Designations
  • CFP® CERTIFICATION
  • CFA Program
  • A Guide to Financial Advisor Designations
  • A Guide to Financial Planning Certifications
• Search for Licensed Financial Advisors:
  • FINRA BrokerCheck
  • SEC Investment Adviser Public Disclosure
• Filing Complaints
  • FINRA – File a Complaint
  • SEC – Investor Complaint Form
  • CFP – File a Complaint
  • CFA – Report Misconduct
• What is a Financial Coach [Investopedia]

Episode Transcript

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