As a client, do you feel it is important to know how your advisor is getting paid? What goes into choosing investments, and how do advisors go about reviewing accounts?

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 way of reviewing and analyzing investments.

In this episode, you will learn:  

• The two methods of payment that advisors typically use
• How Mike chooses investments
• The account reviewing process
• 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 account review process!

Resources:  RBC Wealth Management | (724) 933-4446