We all have things that bother us. What kinds of things bother financial advisors like Brian? In this episode, Brian shares his biggest pet peeves in the financial industry, such as hidden fees, and how he advises his clients about them.
But first, Brian answers a question from the mailbag from someone who doesn’t know what to do when selling an apartment building. Then Brian explains what he does with his work in the private wealth division. He explains that there may be advanced specialists needed depending on the complexity of the portfolio, investments, insurance, gift management, and estate planning.
Stay tuned for an insightful conversation with Brian as he dives into his pet peeves and sheds light on the private wealth division.
Here’s what we talk about on today’s show:
- Mailbag: What do I do about taxes when selling an apartment building? (0:12)
- Pet peeve: Hidden fees! (11:34)
- What qualifies Integrity Financial Planning to work in the private wealth division? (17:19)