Pivot With KDI Wealth

The Value of an Advisor

Episode Notes

In our first episode, Kevin Dick of KDI Wealth joins Jon Gay to explain his background and how he started in the financial services industry over 20 years ago.

We decipher some of the letters after his name, discuss the significance of the word pivot (spoiler: It's why we named this podcast Pivot With KDI Wealth), and talk about the value of a financial advisor.

There is a difference between a financial advisor and a wealth advisor - we dig into that important point.   And we cover the questions you should ask when hiring a financial advisor.


KDI Wealth Website: https://www.kdiwealth.com/

Email Kevin: Kevin@kdiwealth.com

Call KDI Wealth at 928-474-4350