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Learn the three main differences between a regular financial advisor and a CERTIFIED FINANCIAL PLANNER™. Also, understand the red and green flags to watch out for when interviewing a potential advisor.

0:00 Introduction
0:50 First Difference
2:04 Second Difference
2:50 Third Difference
3:41 First Red Flag
4:07 Second Red Flag
4:20 Third Red Flag
4:51 First GREEN Flag
5:16 Second GREEN Flag
5:40 Third GREEN Flag


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Opinions expressed herein are solely those of URS Advisory. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial adviser or qualified professional before making any financial decisions.

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