Matt is joined by Louis Diamond, President of Diamond Consultants, a leading financial advisor recruiting firm. They delve into the often misunderstood world of financial advisor fees and the importance of understanding the true cost of your career decisions. From the spectrum of advisors’ fee knowledge to uncovering hidden costs, Matt and Louis emphasize the need for advisors to grasp the value they receive from their current channel and how it aligns with the charges. They also discuss the significance of taking control of your career destiny and making well-timed moves to maximize your career enterprise value.
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
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