There are plenty of people telling you what to do with your money. And both the financial industry and financial coaching space can be tough to navigate when they're full of misleading promises, murky fees, and one-size-fits-all solutions.
In this episode, Hannah Chapman, CFP, APMA, CRPC, is calling out the financial advisory and financial coaching spaces with what she sees as some of the biggest issues that need reforming, and helping you figure out what to look for to find an advisor that is trustworthy and has your best interests at heart.
Tune in to learn more:
How large financial institutions are still getting away with shady practices despite regulations
Everyone wants a cut of your money - why it's hard to trace down fees
What it means for an advisor to be a fiduciary and act only in your best interest
Ethical problems with the fast-growing online money coaching space
Why the term “financial advisor” doesn't have concrete meaning
Ways we can start to reform the industry
What a holistic approach toward finances looks like, and why it's most effective
Connect with Hannah here:
X² Wealth Planning Website: https://x2wealthplanning.com/
Instagram: https://www.instagram.com/hannah.chapman.cfp
Facebook: https://www.facebook.com/hannahchapmanfinancialadvisor/
LinkedIn: https://www.linkedin.com/in/hannahrchapman/
Expansive CEO Website: https://expansiveceo.com/freegift