by Brian Preston | May 21, 2021 | Podcasts, Featured
We feel like the masked magician – revealing all the secrets about the financial advisor industry! Whether it’s learning how to spot conflicts of interest to catching major red flags, we’re going to reveal exactly how the wealth management world...
by Brian Preston | Jan 17, 2020 | Blogs
Hiring a financial advisor is a decision you want to make sure you get right. It can be difficult to know when to hire an advisor, or what to look for in a financial advisor. Our latest show, How and When to Hire a Financial Advisor!, is all about what you need to...
by Brian Preston | Jan 17, 2020 | Featured, Podcasts
Navigating the world of fee structures, letter designations, and financial strategy can be daunting. In this episode, we take the guesswork out of this big decision. Let’s break down how to know it’s time to recruit the help of an advisor and whether or...
by Brian Preston | Jan 10, 2020 | Featured, Podcasts
After a decade of hosting a financial show (and working in finances for even longer,) what advice has changed or shifted over the years? In this episode, we react to some of our old shows. We share great stories, have a good laugh, and break down fantastic teachable...
by Brian Preston | Jan 18, 2018 | Blogs
We were surprised by what people were looking for and you might be, too. 2017 was an active year of headlines and news, and we were curious about what some of the most popular finance-related queries were last year. While some of the most popular searches were...
