{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/661ec8c4797b1700175c1561/692a7425426af84c6d7619a7?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"What is a Financial Advisor","thumbnail_width":200,"thumbnail_height":200,"thumbnail_url":"https://open-images.acast.com/shows/661ec8c4797b1700175c1561/1764390433958-f1c99346-d2f9-4544-89f5-02e2968dd100.jpeg?height=200","description":"<p>In this episode of <strong>The About Podcast</strong>, hosts <strong>Jeremy Scott</strong> and <strong>Roy Hucke, CFP®</strong>, break down one of the most misunderstood titles in the financial world: <em>What exactly is a financial advisor?</em></p><p><br></p><p>From licensing and designations to fiduciary responsibility and holistic planning, Roy pulls back the curtain on what separates a true planner from someone who simply sells financial products. Jeremy brings the client perspective—asking the questions most people don’t know to ask when choosing an advisor.</p><p><br></p><h3><strong>In this episode you’ll learn:</strong></h3><ul><li>Why the term <strong>“financial advisor” is often a broad, misleading umbrella</strong></li><li>The real difference between someone who sells products vs. someone who creates a plan</li><li>What it takes to become a <strong>CERTIFIED FINANCIAL PLANNER™ (CFP®)</strong></li><li>Why fiduciary duty matters—and how it impacts your financial wellbeing</li><li>Real-life examples of how planning <strong>saves money, reduces taxes, and guides better decisions</strong></li><li>How to know what type of advisor is right for you</li></ul><p><br></p><p>Whether you're looking for help with investments, preparing for major life events, or trying to understand the alphabet soup of financial titles, this conversation brings clarity to a confusing industry.</p><p><br></p><p>👉 <strong>New to financial planning?</strong> This is the perfect episode to start with.</p><p> 👉 <strong>Already working with an advisor?</strong> Learn what to look for—and what questions to ask.</p>","author_name":"Roy Hucke"}