My guest is Dan Cuprill, CFP. He is a Certified Financial Planner, author, and podcaster. We talk about what to look for when choosing a financial advisor as well as whether or not a person actually needs an advisor. For those that are already advisors or thinking about becoming one, Dan talks about some of the pitfalls that can harm an advisor business – taking on the wrong clients, focusing on product pushing, and ignoring the needs of your clients. We finish up by talking about alternative investments to stocks and bonds as well as what may occur in the future for finances, specifically possible changes in tax structure.
To contact Dan and find out more about his business, visit https://www.moneyandclarity.com/
For advisors, check out his podcast “The Profitable Advisor”
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