Скачать или смотреть 5 Red Flags Your Financial Advisor Isn't Working For You - Own Your Revenue

After 7 years as a financial advisor at a major firm and now running WIN Private Wealth, I've seen what separates real advisors from salespeople.
In this video, I break down 5 red flags to watch for when interviewing financial advisors:

Fee transparency - How they actually get paid
Product pushing vs. real planning
Fiduciary standard - Are they legally required to act in your best interest?
Comprehensive planning - Taxes, insurance, estate planning matter
Relevant experience - Have they worked with entrepreneurs or athletes?

If you're an entrepreneur with $500K+ in revenue or an athlete building long-term wealth, you need an advisor who understands your unique situation. Feel free to schedule a time: https://calendly.com/winpw/30min