Building wealth through investing can be tricky on your own. Having a guide is helpful. That’s why many people—from novice investors to well-known experts—rely on financial advisors. But what does a financial advisor do, anyway? Do you even need a financial advisor? How do you find one? More importantly, how do you find a good one?
In this episode, Bright and Brian answer those questions (and more) with some help from guest Ali Mahbod, a financial advisor with Truist’s Wealth's Client Advisory Center. Learn what to look for in an advisor—and what questions you should ask them.
Tune in to learn:
- The difference between a robo-advisor and a human advisor
- Five common finance questions Ali gets—and how he responds
- How advisors are paid for their services
- What credentials to look for in an advisor
How a financial advisor can help you budget, plan for retirement, and more
Want more resources to help you invest confidently?
You can find more investing tips and tools on the Truist Invest page and the ”Investing in your values” section of Money and Mindset.