The Value of an Advisor
The Value of an Advisor
The Value of an Advisor
In our first episode, Kevin Dick of KDI Wealth joins Jon Gay to explain his background and how he started in the financial services industry over 20 years ago.
We decipher some of the letters after his name, discuss the significance of the word pivot (spoiler: It's why we named this podcast Pivot With KDI Wealth), and talk about the value of a financial advisor.
There is a difference between a financial advisor and a wealth advisor - we dig into that important point. And we cover the questions you should ask when hiring a financial advisor.
Resources:
KDI Wealth Website: https://www.kdiwealth.com/
Email Kevin: [email protected]
Call KDI Wealth at 928-474-4350
From The Podcast
Pivot With KDI Wealth
Kevin Dick has been helping individuals, families and business owners create and live out their financial dreams for over 20 years. In those 20 plus years, he has experienced a myriad of financial markets, family dynamics and life events and has seen how quickly plans and dreams change when the unexpected happens. Kevin has learned and will share that one of the keys to successful financial outcomes is learning to pivot when relationships or circumstances change. Good, sound advice to help make right choices is why he believes his clients look to him when change is inevitable. How can you pivot today? For more, find us at https://www.kdiwealth.com/Disclaimers:KDI Wealth Management, 8817 East Bell Road, Suite 202, Scottsdale, AZ 85260. Phone: 928-474-4350. Website: www.kdiwealth.com. Check the background of this investment professional on http://brokercheck.finra.org.The content provided is for informational and educational purposes only and should not be construed as investment advice, a solicitation, or a recommendation to buy or sell any security or investment product. Please consult a financial advisor specific to your situation.This communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, DC, FL, HI, IA, ID, IL, IN, MA, MI, MN, MO, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member www.finra.org/www.sipc.org, a Registered Investment Adviser.Join Podchaser to...
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