In this short video, he answers the question: How do I pick a financial advisory firm?
Erik Strid, CEO and Founding Principal of Concentus Wealth Advisors, recently published his second book, Clarity: How Popular Culture is Misleading You About Successful Wealth Planning and What to Do About It. You can learn more about the book and why he wrote it here or download a complimentary excerpt from the book and purchase it here.
While writing the book, Erik surveyed a large group of clients and friends, asking them to share the most pressing wealth planning questions and concerns they hoped he would address in the book. Unfortunately, space didn’t allow for him to address all of the submissions. But, given that they were all thoughtful and interesting questions that we often receive at Concentus, Erik filmed a series of Q&A videos to answer them.
In this short video, he answers the question: How do I pick a financial advisory firm?
We hope you found Erik’s response informative and helpful. Stay tuned for the next video in this series. Watch his previous videos here:
- What’s the minimum I need to do to successfully save for retirement?
- How do I know what type of investor I am?
- How can I develop an easy-to-understand retirement plan and put it into use?
- How do I make passive income for retirement?
- Should we listen to financial advice from pop culture icons?
- Should I use a formulaic approach to asset allocations?
- What is the right way to balance competing financial priorities?
- Should I preserve capital for retirement?
- When can I retire?
- What are drawdowns and can you explain how risk and reward are related?
- Will I outlive my money and how do I leave money to my heirs?
- What is CWA’s portfolio re-balancing program and are all the fees fully disclosed?
If you have a question for Erik, share it with him via email.
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