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How Your Advisor Is Paid

Episode Summary

Today, Shanna and Jon break down the different ways advisors get paid, and what questions you should ask to make sure you understand how your advisor gets paid.

Episode Notes

Financial advisors have many, many different types of compensation structures. Shanna and Jon explain the questions you should ask an advisor to get a better understanding of how they are paid. And don't be afraid to ask tough questions if you don't understand an answer! Transparency is key, and Shanna breaks down her fee structure at Heritage Financial.

Resources:

Heritage Financial Website