Do I need a financial advisor?

Money and Mindset With Bright and Brian

Building wealth through investing can be hard to figure out on your own. That’s why many people—from novice investors to well-known experts—rely on financial advisors. But what does a financial advisor do, anyway? Do you even need a financial advisor? How do you find one? More importantly, how do you find a good one?

In this episode, Bright and Brian answer those questions (and more) with some help from guest Ali Mahbod, a financial advisor with Truist Wealth's Client Advisory Center. Learn what to look for in an advisor—and what questions you should ask them.

Tune in to learn:

• The difference between a robo-advisor and a human advisor

• Five common finance questions Ali gets—and how he answers them

• How advisors are paid for their services

• What credentials to look for in an advisor

• How a financial advisor can help you budget and plan for retirement

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