Show notes
Not all financial advisors do the same thing and not all “plans” are made with your best interest in mind. In this episode, Mark walks through what a genuine financial planning process looks like from start to finish, and how to spot the difference between true fiduciary advice and a thinly veiled product pitch. Here’s what we discuss in today’s show:📞 What the first call with an advisor should include🧾 Red flags: product pitches in meeting one🧠 Why planning should come before investing📉 What makes a true fiduciary different Want to get in touch with Mark? Web:https://silverman-associates.com/homeEmail:[email protected]Phone:520.512.8832

