The Truth Behind Financial Advisor Designations with Eric Miller & Eric Gersch

The Financial Beast Podcast for Practice Owners

The Truth Behind Financial Advisor Designations

In this eye-opening episode of the Financial Beast Podcast, your BFFF, Eric Miller, together with Eric Gersch, dive into the world of financial advisors, revealing what those letters behind a name really mean and why they might not matter as much as you think. Learn how to maximize the value of your advisor by focusing on what truly counts: industry expertise, comprehensive planning, and a strong client-advisor relationship.

Become a Financial Beast by understanding the different types of advisors, from Registered Investment Advisors to insurance agents, and how their licensing, compensation, and oversight can impact your financial freedom.

If you're a healthcare practice owner, discover how advisors who understand your industry can help expand your business and build personal wealth even in a recession.

Join us and embark on your journey to financial empowerment today!

CHAPTERS:
00:00 - Intro
01:33 - Today's Discussion Topics
05:48 - Choosing a Financial Advisor
07:54 - Types of Financial Advisors Guide
10:53 - Financial Advisor Oversight
14:49 - Regulatory Authorities Explained
14:55 - Common Financial Advisor Designations
21:55 - Importance of Financial Designations
25:05 - Standard of Care in Finance
26:00 - Ryan's Designations Overview
26:50 - Conclusion and Wrap-Up
_________________________________________________________________________________

If you would like a free consultation, please visit econologics.com or call us at 727-588-1540

Get Social With Us!
LinkedIn: https://www.linkedin.com/company/econologics
Facebook: https://www.facebook.com/econologicsfinancial
YouTube: https://www.youtube.com/@FinancialBeast
Twitter: https://twitter.com/FinancialBeasts
Instagram: https://www.instagram.com/financialbeastmode/
Website: https://econologicsfinancialadvisors.com/

Econologics Financial Advisors, LLC (‘EFA’) is registered with the Securities and Exchange Commission as an investment advisor. (Such registration does not imply a certain level of skill or training.) EFA provides investment advisory services only in states where it is permitted to do so under state laws and only to the extent permitted thereby. This communication is not an offer to sell or effect any transaction in securities. Neither EFA nor its affiliates provide legal, tax or accounting advice. Please consult a qualified attorney or accountant. Results are not guaranteed and will vary depending on the specific circumstances of each individual and on other factors.