The Value of an Advisor
In our first episode, Kevin joins Jon Gay, the podcast co-host, to discuss his background and how he started in the financial services industry over 20 years ago.
Kevin deciphers some of the letters after his name, discusses the significance of the word "pivot" (spoiler: It's why he named the podcast Pivot With KDI Wealth), and talks about the value of a financial advisor.
There is a difference between a financial advisor and a wealth advisor - they dig into that important point. Finally, Kevin covers the questions you should ask when hiring a financial advisor.
Click the link below to listen!