When it comes to options in the financial industry, the list is long. Bonnie Bailey, VP of Business Development drops in for a return visit today to talk to Scott about her experience in deciding on the best option for each individual. Scott and Bonnie discuss what’s out there for individuals looking for Financial Advice, the often subtle differences between firms and the associated costs and pricing structures available.
We clipped the highlights for you below:
- The value of hiring for the job (5:21)
- The importance of clarity from both sides (10:30)
- Understanding the services you’re receiving (13:13)
- Start up costs (15:48)
- Finding the right advisor (18:23)
Lean more about our guest, Bonnie Bailey: https://www.carsonwealth.com/team-members/bonnie-bailey/
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Learn more about our Host, Scott Ford
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Guests are not affiliated with Cetera Advisors Networks LLC, or CWM, LLC. Opinions expressed by the presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.