Advisor Pet Peeves

Published: May 18, 2023, 9 a.m.

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We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them. He also answers a question from the listener mailbag and sheds light on the private wealth division.\\xa0

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Here\\u2019s what we talk about on today\\u2019s show:\\xa0

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  • Mailbag: What do I do about taxes when selling an apartment building?\\xa0(0:12)
  • Pet peeve: Hidden fees! (11:34)
  • What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)

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Get Additional Information: https://financialplanningva.com/podcast/

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