Three Questions To Ask Before Hiring A Financial Advisor | Robert Young & Doug Cellini
We spent years watching other people get the wrong financial advice. I (Robert) built a career in lithium ion batteries and made it all the way to chief engineering director. During a 13.5 hour flight home from China I had realized I’d missed two and a half weeks of my kids growing up. I decided to start over as a financial advisor. Doug was teaching high school science and coaching football when a financial advisor sold him life insurance. He didn't know it at the time, but that changed the direction of his career. We connected on a cold call and have since built both The Mustard Seed System and now The 1% Podcast to ask the one question: What's the 1% change that actually moves someone forward? In episode one, we covered: → Robert's path from engineering to financial planning → Doug's path from teaching to advising → The cold call that started their friendship → Going independent and what fiduciary standard actually means → The mustard seed system and building faith into a financial plan Chapters 0:00 Intro 02:36 Meet Robert Young: a farm kid who became an engineer 05:12 The $63,000 pay cut that changed everything 06:07 Meet Doug Cellini: teaching, coaching, and a bad financial pitch 09:29 Sold products instead of a plan 14:16 Why they went independent 17:20 The cold call that started a friendship 23:48 The mustard seed system 31:05 A charitable giving strategy that costs you nothing 34:13 What to actually look for in a financial advisor 37:39 What's next on The 1% Podcast ~~~ Prefer to listen? INSERT PODLINK URL Kingsview General Disclosure: Kingsview Wealth Management ("KWM") is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Registration does not constitute an endorsement of the firm by the SEC, nor does it indicate that KWM has attained a particular level of skill or ability. The information presented is for educational purposes only. It does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed
