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| Name | CPA vs Financial Advisor What Is The Difference? | John Briggs, Incite Tax |
| Video Uploader | Video From Incite Tax & Accounting |
| Upload Date | This Video Uploaded At 09-08-2022 16:50:19 |
| Video Discription | https://incitetax.com/wealth/ For FREE Wealth Building Resources Time Stamps: 0:00 Intro 0:23 - What do CPAs do? 1:44 - In general, CPAs explain... 2:23 - What do Financial Advisors do? 2:51 - Poor Financial Advisors 3:08 - Good Financial Advisor 4:09 - Summary What is the difference between a financial advisor and a CPA? Sometimes this can get confusing. In general, the CPAs job is to inform you of the tax implications of the plan given to you by the Financial Advisor. In most cases, financial advisors will ask you an overwhelming number of questions. This is good because it is vital for them to understand everything about your current situation as well as your financial goals It is important for you to watch out for people who call themselves a Financial Advisor but only seem to have one tool for you like insurance products. These people have it backward. They are trying to make a certain product (that they probably receive commission on) fit your plan. It should be the other way around. The plan should be established first and a good financial advisor will have a wide variety of investment options for your specific plan. Hope this helps you understand whether you need services from a CPA or Financial Advisor! I created a 4 module course for business owners on how to plan their wealth by teaching this system of higher-level budgeting. You can take that course at the link below https://incitetax.com/wealth-building... Remember, profit is a choice. Have the courage and wisdom to choose it John Briggs | Tax Genius info@incitetax.com 801-999-8295 Check out our InciteFUL Profit Podcast https://www.buzzsprout.com/1776114 Follow us on… https://facebook.com/incitetax https://linkedin.com/company/incitetax https://instagram.com/incitetax https://twitter.com/incitetax |
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