How Much is Your Financial Advisor Costing You?
カートのアイテムが多すぎます
カートに追加できませんでした。
ウィッシュリストに追加できませんでした。
ほしい物リストの削除に失敗しました。
ポッドキャストのフォローに失敗しました
ポッドキャストのフォロー解除に失敗しました
How Much is Your Financial Advisor Costing You?
-
ナレーター：
-
著者：
このコンテンツについて
In this episode, we tackle an important question that many Canadians haven’t thought to ask: What’s the real cost of your financial advisor? And we’re not just talking about fees, we’re talking about missed opportunities, unnecessary taxes, and the difference between reactive financial advice and proactive, holistic financial planning.
Jason Nagel breaks down how to tell the difference between the two and why it matters, especially for high-net-worth families and business owners. If your current advisor is only talking to you once a year about your investment returns, you might be missing out on a much deeper and more strategic approach to building and preserving wealth.
To help you assess where you stand, we’ve created a free 20-point checklist that outlines the difference between financial advice and true financial planning. Download it now at: three60wealth.ca/planning