As a client, do you feel it is important to know how your advisor is getting paid? Do you wonder what goes into building portfolios, and how advisors review those investments?
In this episode of the Beyond Your Money Podcast, host Mike Dukovich offers a look into how he gets paid and shares why transparency is important for both himself and his clients. Mike also explains his unique process when analyzing and selecting investments for his portfolios.
In this episode, you will learn:
- The two methods of payment that advisors typically use
- Mike’s investment selection process
- How investments are reviewed
- The difference between “how often are you looking at my account?” versus “how often are you looking at my investments?”
- And more!
Tune in now to learn the answers to these most common questions!
Resources: RBC Wealth Management | (724) 933-4446
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