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What the Finance with Terence Tobin: Financial advisors vs Financial planners
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תוכן מסופק על ידי Terence Tobin. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Terence Tobin או שותף פלטפורמת הפודקאסט שלו. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
Recently, I was interviewed on the Easy Does It Podcast....
It's about time that we start talking to and about financial advisors and planners in order to strip away some of the traditional notions we hold about money.
With the help of Terence Tobin, an independent financial planner, we compare and contrast between the different shades of advisors and planners that could guide you through your financial journey.
In this episode Terence differentiates how fees are typically applied between planners and advisors, as well which side is more inclined to push specific products to its clientele. The man even shares tips on how to identify scammers!
Do not miss out on the practical insights shared in this instalment of Easy Does It.
Press play and share the love with us on social media by letting us know what you think of the episode by tweeting @EasyEquities and @terencetobin or tagging us on the gram.
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DISCLAIMER: EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorised Financial Services Provider. FSP number: 22588. This material is not intended as and does not constitute financial advice or any other advice and is neither exhaustive nor prescriptive. The views expressed by the contributor are his or her own (as an independently registered financial services provider, financial adviser or other independent capacity), and not necessarily endorsed by EasyEquities (as a separate financial services provider).
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