• The Role of Financial Advisors

  • Sep 10 2024
  • Length: 22 mins
  • Podcast

The Role of Financial Advisors

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  • Summary

  • Welcome to Novem Nexus: Navigating Your Financial Narrative, where we explore the various topics of finance, the stories, strategies, and psychology behind our financial decisions with host Greg Wagner as we dive into the intersection between finance and the human experience.

    The financial landscape is saturated with advice and rules, Novem Nexus aims to stand out by focusing on the underlying motivations, beliefs, and emotions that drive our financial behavior.  We explore not only the "what" and "how" of finance but, more importantly, the "why." At Novem Group, we believe that finance is not just about numbers and equations; it's about real people with real emotions.  That's what this podcast is all about: understanding the reasons behind our financial decisions and uncovering the narratives that shape our financial lives.

    Novem Nexus is more than just a podcast. Connect with us on social media, share your experiences, and join the conversation. Together, let's navigate our financial narratives with confidence. Welcome to Novem Nexus: Navigating Your Financial Narrative.

    Greg Wagner is a Registered Representative with American Portfolios Financial Services, Inc. (APFS), Member: FINRA, SIPC, and an Investment Adviser Representative with Novem Group, an SEC-Registered Investment Adviser. APFS and Novem Group are independent and unaffiliated entities. All opinions expressed by Greg Wagner or any guests are solely their own and do not reflect the views of Novem Group or American Portfolios Financial Services. This podcast is for informational purposes only, and does not constitute tax, investment, or other financial advice, and is not endorsement of any securities discussed, and listeners should not rely on it for their financial decisions. (AP PMR #34375 5-23-24)

    In this episode, Greg Wagner digs into the world of financial advisors, exploring their value, how to choose the right one, fee structures, and the financial planning process. Segment 1 unpacks the myriad benefits of seeking professional guidance. From personalized financial advice to expertise in investment management, financial advisors offer invaluable support in navigating complex financial decisions and achieving long-term goals.

    In Segment 2, Greg provides guidance on finding the perfect fit. Factors such as qualifications, experience, and specialization are discussed, empowering listeners to make informed decisions. We explore various types of advisors, from registered investment advisors to certified financial planners.

    During Segment 3, fee structures and fiduciary duty take center stage as Greg dissects the nuances of advisor compensation and ethical obligations. We explain different fee arrangements and emphasize the importance of working with a fiduciary advisor who prioritizes clients' best interests. Transparency regarding fees, conflicts of interest, and biases is paramount for building trust and fostering a mutually beneficial advisor-client relationship.

    Segment 4 demystifies the financial planning process, providing a roadmap for listeners embarking on their financial journey. From goal setting to implementation and monitoring, we outline the key stages of the planning process and the pivotal role of financial advisors in each step. Collaboration between advisor and client is emphasized, ensuring that financial plans are tailored to individual needs and aspirations.
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