Personal Financial Advising: Buyer Beware

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Business Sense (BS) with Brad

Brad Ward

42 episodes

1 day ago

This podcast discusses trends that impact businesses and nonprofits: Expert guests are interviewed. We dive into topics such as economics and finance, employee motivation, business philosophy, and leadership theory. We try to make this a fun, yet relevant experience! Brad's Linked In: https://www.linkedin.com/in/brad-ward-dba-lssbb-b6a3751a2/ Consulting: https://businesssenseconsultingjc.com/ Brad's Book: https://www.amazon.com/Motivated-Worker-Managers-Improving-Satisfaction/dp/1476680213

Management

Business

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All content for Business Sense (BS) with Brad is the property of Brad Ward and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Management

Business

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Personal Financial Advising: Buyer Beware

Business Sense (BS) with Brad

43 minutes 40 seconds

8 months ago

Personal Financial Advising: Buyer Beware

On this episode I welcome Matthew Albritton, MBA, founder of Valor Financial Planning, to discuss what customers should look for in a financial advisor. We discuss Registered Investment Advisors (RIA) vs Broker-Dealers, family financial planning, and more!