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The Difference Between Financial Planners, Financial Coaches, and Sales Representatives

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Manage episode 337163741 series 2471867
Contenuto fornito da Travis Hornsby. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Travis Hornsby o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Student Loan Planner’s very own Meagan Landress, CSLP®, and Sim Terwilliger, CFP®, CSLP®, sit down to discuss the differences between financial planners, financial coaches, and sales representatives. This is an important conversation that will give you more confidence and clarity when it comes to choosing the right professional to trust with your finances!

In today’s episode, you'll find out:

  • How planners, coaches, and sales reps overlap, and where their roles differ
  • What to consider when you’re being marketed insurance products
  • Why the CFP (Certified Financial Planner) is the gold standard designation to look for
  • How these different professionals are compensated (ex. fee only, fiduciary, etc.)
  • How to find an advisor that can specifically help you with your student loans

Like the show? There are several ways you can help!

Feeling helpless when it comes to your student loans?

  continue reading

294 episodi

Artwork
iconCondividi
 
Manage episode 337163741 series 2471867
Contenuto fornito da Travis Hornsby. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da Travis Hornsby o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Student Loan Planner’s very own Meagan Landress, CSLP®, and Sim Terwilliger, CFP®, CSLP®, sit down to discuss the differences between financial planners, financial coaches, and sales representatives. This is an important conversation that will give you more confidence and clarity when it comes to choosing the right professional to trust with your finances!

In today’s episode, you'll find out:

  • How planners, coaches, and sales reps overlap, and where their roles differ
  • What to consider when you’re being marketed insurance products
  • Why the CFP (Certified Financial Planner) is the gold standard designation to look for
  • How these different professionals are compensated (ex. fee only, fiduciary, etc.)
  • How to find an advisor that can specifically help you with your student loans

Like the show? There are several ways you can help!

Feeling helpless when it comes to your student loans?

  continue reading

294 episodi

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