Business Sense (BS) with Brad

Personal Financial Advising: Buyer Beware

43 min · 11. mar. 2025
episode Personal Financial Advising: Buyer Beware cover

Beskrivelse

On this episode I welcome Matthew Albritton, MBA, founder of Valor Financial Planning, to discuss what customers should look for in a financial advisor. We discuss Registered Investment Advisors (RIA) vs Broker-Dealers, family financial planning, and more!

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