Working with a Financial Advisor - Mini Course - limited access
Find the right advisor. Ask the right questions. Protect your money.
This mini course gives you a clear, no-nonsense roadmap for understanding how financial advisors work, what they charge, and how to build a partnership that actually benefits you.
What’s Inside the Mini Course
You’ll unlock all lessons up to the paywall, giving you the foundation you need to choose and work with an advisor confidently.
Included Lessons (Limited Access):
✅ Understanding Financial Advisors – What they do, why they matter, and how they fit into your money goals.
✅ Roles of Financial Advisors – The difference between planners, brokers, and fiduciaries.
✅ Choosing a Financial Advisor Without Getting Fleeced – Spot red flags before you sign anything.
✅ Credentials of Financial Advisors – What those alphabet-soup letters (CFP®, CFA®, RIA) actually mean.
Locked Lessons (Full Access Upgrade):
🔒 Building a Productive Relationship – How to keep communication clear and expectations aligned.
🔒 Setting Financial Goals – Create a goal-based plan your advisor can actually help you reach.
🔒 Asking the Right Questions – Scripted prompts to get honest answers about fees and services.
🔒 Maximizing Meetings with Your Advisor – Make every session productive.
🔒 Financial Strategies & Decision-Making – Real-world strategies on retirement, investment, and risk management.
🔒 Final Lesson: The Smart Investor’s Playbook – How to stay in control even after you’ve chosen your advisor.
What You’ll Gain
-
Confidence, not confusion. Learn who does what—and who gets paid how.
-
A repeatable process. Shortlist, interview, and select the right advisor step-by-step.
-
Expert prompts. Use our ready-made questions to lead every conversation with clarity.
-
Peace of mind. Understand how to evaluate fees, ethics, and performance before you commit.
Access & Details
💡 Immediate access after checkout
🎥 Short, focused video lessons + downloadable tools
📘 Interview checklist and advisor comparison worksheet