Is Your Financial Advisor Really Working for You? with Cathy Zhang
What if the financial advisor you trust isn't recommending every option that could help you build wealth? In this episode, Amy Sylvis welcomes financial planner Cathy Zhang to discuss what you should know before hiring someone to manage your money. Cathy breaks down the qualifications, fiduciary responsibilities, and different fee structures that can influence an advisor's recommendations, helping you understand what you're actually paying for. From commission-based advice and hidden conflicts of interest to comprehensive financial planning and investment strategies, Amy and Cathy explore how to find an advisor who truly understands your goals. They also share practical questions to ask, what to look for beyond credentials, and why the right financial relationship should involve more than an annual investment report. Connect with Cathy Zhang: Website: https://www.easysundayfp.com/ LinkedIn: https://www.linkedin.com/in/cathyzhang Connect with Amy Sylvis: https://www.linkedin.com/in/amysylvis/ Contact Us: https://www.sylviscapital.com https://www.sylviscapital.com/webinar info@sylviscapital.com 00:00 Five Things to Look for When Choosing a Financial Advisor 10:37 What Financial Advisor Credentials Really Tell You 12:30 Fee-Only, Fee-Based, and Commission-Based Advisors Explained 18:32 Does Fiduciary Duty Guarantee Your Best Interests Come First? 20:52 Should Your Financial Advisor Be Beating the Market? 23:31 Why Some Financial Advisors Don't Recommend Certain Investments 27:45 How Much Are You Really Paying Your Financial Advisor? 30:09 Financial Planning Goes Beyond Managing Investments 34:39 The Most Overlooked Quality in a Financial Advisor DISCLAIMERS: Any information or advice available on this channel is intended for educational and general guidance only. Amy Sylvis and Sylvis Capital, LLC shall not be liable for any direct, incidental, consequential, indirect, or punitive damages arising out of access to or use of any of the content available on this channel. Consult a financial advisor or other wealth management professional before you make investments of any kind. Although Amy Sylvis and her affiliates take all reasonable care to ensure that the contents of this channel are accurate and up-to-date, all information contained on it is provided 'as is.' Amy Sylvis makes no warranties or representations of any kind concerning the accuracy or suitability of the information contained on this channel. Any links to other websites are provided only as a convenience and Sylvis Capital, LLC encourages you to read the privacy statements of any third-party websites. All comments will be reviewed by the Sylvis Capital staff and may be deleted if deemed inappropriate. Comments which are off-topic, offensive or promotional will not be posted. The comments/posts are from members of the public and do not necessarily reflect the views of Amy Sylvis and her affiliates.


