Darius Classic | How to Pick a Wealth Manager

25 de julho de 2025 • 18min

The Greatness Machine

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Is your financial advisor helping you build wealth or just selling you products?

Today, I am flying solo to dive deep into the crucial process of selecting the right financial advisor, sharing valuable insights from my own experiences. Whether you are an entrepreneur preparing for a business exit or an individual with a growing nest egg, finding the right financial partner is key to securing your financial future.

In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis.

Topics include:

Interviewing multiple advisors to find the best fit for your unique needs

Working with advisors that offer comprehensive, in-house services

The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor

Choosing a planning-centric firm over one focused solely on investments

The importance of patience and avoiding hasty decisions during market dips

And other topics…

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