Saving With Silverman

Watch out for Financial Salespeople in Disguise

April 21, 2022

When looking for a financial advisor, beware of signs that they are more interested in giving you sales pitches than helping plan your financial future. We’ll share things to watch out for when selecting a professional to help with your money and tell you more about the planning process we utilize with clients.


What we discuss in this episode: 

1:38 – Advisor or salesperson?

2:30 – Planning process

4:37 – Mark’s process

5:48 – What makes us unique?

7:40 – The first conversation


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