The LifeGoal Playbook
The LifeGoal Playbook Podcast is where professional money management meets real-life conversation. Hosted by two former college football teammates who traded playbooks for portfolios, we bring decades of combined experience in financial planning and investment management—and the perspective that comes from overseeing hundreds of millions of in client assets.
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The LifeGoal Playbook
Hiring an Advisor? 10 Questions to Ask That Expose Bad Advisors
These 10 simple questions are designed to cut through the sales pitch, giving clear answers to:
Are they truly qualified?
Are they fiduciaries (and the “prove it” question to follow)?
Does their firm revenue share (if yes, yikes)?
The LifeGoal boys have worked with thousands of advisors in their former careers as advisor consultants. Lean into these questions.