In this episode of The Greatness Machine, I will break down the three main types of financial advisors–wire houses, independent RIAs (Registered Investment Advisors), and insurance companies–detailing the pros and cons of each. I will also explain why it is essential to interview multiple advisors, understand how fees work, and ask the right questions about the firm’s planning capabilities, alt investment opportunities, and who you will really be dealing with on a day-to-day basis. 

In this episode, I talked about:

• Interviewing multiple advisors to find the best fit for your unique needs
• Working with advisors that offer comprehensive, in-house services
• The advantages of working with a lead (G1) advisor compared to a junior (G2) advisor
• Choosing a planning-centric firm over one focused solely on investments
• The importance of patience and avoiding hasty decisions during market dips
• And other topics…

Meet Darius: 

Darius is your host of The Greatness Machine. Darius is a mad scientist, high-growth CEO, serial entrepreneur, author, conscious capitalist, speaker, and entertainer. Darius is on a quest to create 1,000,000 Core Value Driven Organization by 2030. He is calling this “The Core Value Revolution.” Darius is an alumni of the Birthing of Giants Entrepreneurial Program at MIT and Stagen Integral Leadership Program. Darius’s accolades include being ranked #9 Top Rated CEO in America on Glassdoor, has won numerous Stevie Awards, and has founded and grown organizations that have been ranked #40 in the Inc. 500 and were ranked #3 Best Places to Work By the San Francisco Business Time. He is all about the P’s: Passion, Pizza, Puzzles, and, especially, Pink Unicorns. His book, The Core Value Equation, is an Amazon #1 Best Seller and is available at www.thecorevalueequation.com.

The Greatness Machine shares lessons on how to framework your drive for results, create limitless space, and win the war on talent.

My team and I are on a mission to help YOU create a cultural revolution. I want to teach you how to build a core value driven organization. 

#GreatnessMachine

therealdarius.com

Make Greatness Happen!

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LET’S CONNECT! 

Facebook: @therealdariusm 

Instagram: @whoompdarius

Twitter: @kingdarius

LinkedIn: @dariusmirshahzadeh

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Don’t let your Core Values become a company artifact!  Learn how to make Core Values the language of your organization.  Pre-order my book The Core Value Equation found at the link below 

The Core Value Equation

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