Скачать или смотреть The Hidden Costs of Having Multiple Financial Advisors

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Some people believe having two financial advisors means double the wisdom, but does that really yield double the benefit? Today, Sean explains why working with multiple advisors can create conflicting advice, overlapping investments, and tax inefficiencies. He outlines the few specialized cases where multiple professionals might make sense, but overall, how having one lead advisor keeps your strategy unified.

Here’s what we discuss in this episode:
⚖️ Pros and Cons: the hidden trade-offs of splitting your money
🧩 Communication Breakdown: how conflicting advice creates confusion
📊 Overlapping Investments: why “more” doesn’t always mean better diversification
🤝 Simplify Your Team: how one lead advisor keeps everything aligned
🎯 Confidence Through Clarity: one voice, one plan, one direction

0:00 – Having Multiple Advisors
2:28 –Pros and Cons of Multiple Advisors
5:25 – Challenges of Communication
7:13 – Fee Efficiency and “Diversification”
9:40 – Building a Financial Team
11:38 – Final Thoughts

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This video/podcast has been prepared for educational and marketing purposes only. The information in this video is general in nature, does not constitute personalized investment advice, and does not provide a complete analysis of the subjects discussed. All investments involve risk, and different types of investments involve varying degrees of risk. There can be no assurance that any specific investment strategy will be profitable or suitable to you. Additionally, although information presented in this video is believed to be factual and up to date, we do not guarantee its accuracy.

You should consult an attorney or tax professional regarding your specific legal or tax situation and should consult a professional adviser before implementing any of the strategies mentioned in this video.

Investment Advisory Services are offered through Elevated Capital Advisors, LLC, an SEC Registered Investment Adviser affiliated with Elevated Retirement Group, LLC. Registration as an investment adviser does not constitute an endorsement of Elevated Capital Advisors, LLC by securities regulators, nor does it indicate that the firm has attained a particular level of skill or ability.

Insurance advice and products may be offered by a third-party insurance producer, which may be affiliated with Elevated Retirement Group, LLC and Elevated Capital Advisors, LLC.

Walter Storholt and Third Wheel Media, LLC are not clients of Elevated Capital Advisers. They receive cash compensation for their assistance in preparing and hosting this podcast, and for providing the endorsement contained in this podcast. Because Walter and Third Wheel Media are compensated in connection with this podcast, they have a material conflict of interest in providing their endorsement.