Description

In this episode of The About Podcast, hosts Jeremy Scott and Roy Hucke, CFP®, break down one of the most misunderstood titles in the financial world: What exactly is a financial advisor?

From licensing and designations to fiduciary responsibility and holistic planning, Roy pulls back the curtain on what separates a true planner from someone who simply sells financial products. Jeremy brings the client perspective—asking the questions most people don’t know to ask when choosing an advisor.

In this episode you’ll learn:

• Why the term “financial advisor” is often a broad, misleading umbrella
• The real difference between someone who sells products vs. someone who creates a plan
• What it takes to become a CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Why fiduciary duty matters—and how it impacts your financial wellbeing
• Real-life examples of how planning saves money, reduces taxes, and guides better decisions
• How to know what type of advisor is right for you

Whether you're looking for help with investments, preparing for major life events, or trying to understand the alphabet soup of financial titles, this conversation brings clarity to a confusing industry.

👉 New to financial planning? This is the perfect episode to start with.

👉 Already working with an advisor? Learn what to look for—and what questions to ask.

Hosted on Acast. See acast.com/privacy for more information.