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Ep 125: Does Your Financial Advisor Provide Value?

Author
David Shotwell CFP(r) and Nick Nauta CFP(r)
Published
Thu 06 Jul 2023
Episode Link
https://srbadvisors.com/ep-125-does-your-financial-advisor-provide-value/

We have a special guest back for the second week in a row. Our intern, Cade Campbell comes back to talk about the project he’s been working on this summer for us. Cade was tasked with breaking down the tangible quantifiable return that a client receives from a financial advisor. There are quite a few good studies out there. Join us as Cade goes through his research and findings. In a world where...


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