Should You Work With Multiple Financial Advisors?

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Most people ask themselves the common question of whether to work with one or multiple financial advisors.
This choice will significantly impact your financial strategy and overall financial health in the present and in the future.
This video provides the exact answer to the question and advice. So, without any delay, Let's dive into it~
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Time Stamp
00:00 Intro
00:38 What We Do at Root Financial
02:12 Asking the Right Questions Before Hiring an Advisor
02:47 The Problem of Multiple Strategies Working Together
04:09 Conflict of interest
05:50 Engaging Both Partners in Financial Planning
07:56 Summary
08:18 Work With Us
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Ari Taublieb, CFP®, MBA, is the Vice President of Root Financial Partners (Fiduciary) and host of the Early Retirement Podcast.
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⚠️ "DISCLAIMER:⚠️
All content is not to be received as financial advice, and each individual should consult with their dedicated financial planner, tax preparer, estate attorney, etc., before making any financial decisions.
This video contains content I created and got permission from its creators to use. This Channel DOES NOT Promote or encourage Any illegal activities; all contents provided by This Channel are meant for EDUCATIONAL AND ENTERTAINMENT purposes only.

[@markb8515]

Thanks Ari for another informative video!

[@earlyretirementari]

My pleasure!

[@Sylvan_dB]

Not "pinning" against another. It is "pitting" against another.

[@ssaxe8800]

I disagree. I work with two and got a much better result. One CFP only wanted to invest in funds. I also wanted individual stocks in my portfolio, so I found another CFP that would look at my entire portfolio and pick stocks that worked for me while balanced with my entire portfolio.

[@earlyretirementari]

Glad it worked out for you!