Not all financial advisors are created equal—and in this episode, I explain why.
From big-name firms to flashy sales pitches, I walk you through real-life cases where investors were misled, stolen from, or flat-out lied to. More importantly, I’ll show you how to protect yourself.
We’ll talk about:
The red flags that often get missed—until it’s too late
Why titles like “fiduciary” and “trusted firm” don’t mean what you think
What you should look for when choosing an advisor
How to stay safe when working with an annuity agent
Whether you're already working with someone or just want to double-check that you're on the right track, this is a must-listen.
Want to go deeper?
Check out the full blog post linked in the episode notes or visit AtlasAnnuity.com to schedule a time to talk.
