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What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing)
Manage episode 422067024 series 2631427
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📞 For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: https://robtetrault.com/speak-to-rob/ 👉 Register to our FREE Retirement Planning Masterclass - https://bit.ly/2THZzNj 📩 Sign up to receive the Tetrault Wealth Newsletter that covers important investing topics, latest market news and engaging interviews with CEOs from stock market listed companies https://robtetrault.com/tetrault-newsletter/ ⭐⭐ What Does an Investment Advisor Do? (4 ESSENTIAL Things IAs Should Be Doing) Unlock the secrets of financial success with our video, "What Does an Investment Advisor Do? | Financial Roles Explained." Discover the crucial differences between Investment Advisors, Portfolio Managers, and Mutual Fund Representatives. Learn about fee structures, security selection, asset allocation, and comprehensive financial planning. Get insights into how Investment Advisors provide support for your financial goals. Perfect for anyone seeking to understand the financial landscape better! Like, comment, and subscribe for financial knowledge! CHAPTERS: -------------------- 00:00:00 - The Difference Between IAs, PMs, & Mutual Fund Reps 00:01:28 - Investment Advisor Fee Structure 00:02:32 - Investment Advisor Role: Security Selection 00:03:51 - Investment Advisor Role: Asset Allocation 00:04:50 - Investment Advisor Role: Financial Planning 00:07:40 - Investment Advisor Role: Encouragement
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