Ryan Sterling

speaker

807 appearances 4 recordings 1 series first heard Feb 2026 last heard 7 Sep

Ryan Sterling’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 4 in all, peaking in Sep 2026 with 1.

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NerdWallet's Smart Money Podcast · Stop Worrying About Your Financial Advisor and Start Finding the Right One · 25 Jun 2026 podcast

So I think about this, there's been plenty of times that I've recommended a client take money out of their portfolio

to pay down a mortgage or to pay cash for a car or whatever it may be, where yes, technically speaking, there's less money for us to manage.

So we're not making as much, but it was the right thing to do for the clients.

And again, it builds trust with those clients because they know even though we're making less now because of that move, that we recommended it because it was the right thing for the client.

So again, like I look at like my biggest incentive and everyone here on the team at Wealth Partners, our number one incentive is to keep clients for a long period of time.

Yeah.

Well, I mean, I think, you know, again, this isn't going to be perfect, but I think, you know, as Sean referenced, like working with firms that are on the fiduciary standard, like, again, yes, it's not going to be perfect, but that's a good first step.

Looking at, you know, is the advisor you're working with, do they have a credential like the CFP?

Because the CFP has really high standards.

So if they're a fiduciary and they had their CFP,

Again, they are obligated to operate at a very high standard.

And there's a duty of care to the clients that those professionals take very seriously.

Now, is that 100% of the time?

No.

But again, you're inching towards the goal of finding someone that is going to have your best interest at heart.

And then I think it's interviewing advisors and just getting a good sense of, like, do they understand you?

Are they listening to you?

Do they know what your long-term goals and incentives are?

Do they work with people who are similar to you?

And ultimately, again, like, what do you pay for?

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