What Ditch the Suits is all about (00:40)
- We believe there’s a lot of money to be made telling the truth (1:43)
- The financial industry teaches advisors to fake it till you make it (3:33)
- We came to understand you cannot fake your success to get to success (5:00)
- Ditch the suits means let’s be straightforward and honest and take the sales out of it and undressing the financial industry (6:38)
- This is your money and your life; we just want to help you to get more out of it (7:15)
When we knew it was time for us to ditch our suits (9:10)
- People don't want products, they want guidance (11:32)
- We knew there had to be a better way of doing things (16:58)
Why people seek out a financial advisor (22:00)
- People trying to figure out if it’s worth working with a financial advisor (22:42)
- As you accumulate more money, the mistakes you make are more costly (23:41)
Working with a fiduciary (27:18)
- A fiduciary is a financial professional obligated to work in your best interest (27:23)
- Most times you are dealing with the representative of the fiduciary but not the fiduciary itself (30:20)
- You work with an advisor to make sense of things that don't make sense and to save money, save taxes and make good decisions with your money (37:28)
Why you should subscribe and follow this podcast (39:30)
- Real-world experiences...real things real people are dealing with (40:10)
- We want to empower you to ask the right questions (42:10)
- Wealth is not just in dollars (44:25)
