Podcast 27 — How to Find the Right Advisor for You

While many financial professionals may call themselves “advisors,” not all advisors provide the same level of service.

After all, you will likely receive very different advice from an advisor who mainly deals in investment sales than you would from an advisor who is a CERTIFIED FINANCIAL PLANNER™ and provides ongoing, personalized advice.

To help you better understand how to find the right financial advisor for you, Jeremy Keil welcomes Keil Financial Partners advisor John Kurcz in today’s episode. With a background in both investment sales and financial planning, John shares his insight on these different approaches and how their level of client services can vary.

In this episode, you’ll learn:

• How investment sales work differs from financial advice
• Why John made the switch to financial planning with Keil Financial Partners
• How to figure out the best type of advisor for you
• The value certifications can bring to advisors and clients alike
• And more!

Join Jeremy and John now and discover how you can find the right advisor for you!

Resources: Keil Financial Partners | 3 Keys You Should Know Before Choosing a Financial Advisor  | 6 Questions Retirees Aren’t Asking But Should Be

Continue reading Podcast 27 — How to Find the Right Advisor for You →

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Disclosures

Videos/Podcasts/Blogs (media) published prior to June 30, 2025, were recorded and approved while the advisor was affiliated with Thrivent Advisor Network. These media reflect the advisor’s views and interpretations at that time. The information and disclosures contained in those media were believed to be accurate and complete as of the date of recording, but may not reflect current market conditions or Alongside, LLC, policies.

All content is provided for educational purposes only and does not constitute personalized investment advice. Read below for current disclosures and potential conflicts of interest.

This media is provided for informational and educational purposes only and does not consider the investment objectives, financial situation, or particular needs of any consumer. Nothing in this program should be construed as investment, legal, or tax advice, nor as a recommendation to buy, sell, or hold any security or to adopt any investment strategy.

The views and opinions expressed are those of the host and any guest, current as of the date of recording, and may change without notice as market, political or economic conditions evolve. All investments involve risk, including the possible loss of principal. Past Performance is no guarantee of future results.

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Consumers should consult their own qualified attorney, CPA, or other professional advisor regarding their specific legal and tax situations.

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Alongside, LLC, doing business as Keil Financial Partners, is an SEC-registered investment adviser. Registration does not imply a certain level of skill or expertise. Advisory services are delivered through the Alongside, LLC platform. Keil Financial Partners is independent, not owned or operated by Alongside, LLC.

Additional information about Alongside, LLC – including its services, fees and any material conflicts of interest – can be found at https://adviserinfo.sec.gov/firm/summary/333587 or by requesting Form ADV Part 2A.

The content of this media should not be reproduced or redistributed without the firm’s written consent. Any trademarks or service marks mentioned belong to their respective owners and are used for identification purposes only.

For important disclosures visit: https://keilfp.com/disclosures/

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