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Description

If you've ever wondered what a financial adviser does or how they can help you achieve your financial goals, get this episode in your ears! Glen chats with Alex Luck and Scott Taylor from Everest Wealth. They unpack:

πŸ‘‰πŸΌ what does a financial adviser offer that I can't get for free on the internet?

πŸ‘‰πŸ½ fee structure and what to expect when you engage an adviser at Everest Wealth

πŸ‘‰πŸΎ regulation in the advice industry

πŸ‘‰πŸΏ where to begin if you are looking for an adviser

πŸ‘‰πŸ» do I need advice? Some examples of when it might or might not be a good option for you to explore

πŸ‘‰ and a case study of an Everest Wealth client

Check out the case study here: https://bit.ly/everestm3

Need some help with your financial goals? Get connected with Glen's preferred panel of trusted professionals: https://bit.ly/gethelpm3

πŸ›‘ Please read our disclaimer + warnings before listening to this episode

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πŸ’Έ Quick links to $20 off The Glen James Spending Plan, Glen’s book & other resources

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