17 min
Ep 168: The SECRET roles of your financial advisor The Weekly Wealth Podcast
-
- Investing
Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more.
Some of the secret roles of your financial advisors are:
Asking the right questions.Helping YOU to achieve your goals.Nudging your behaviors, if they are not aligning with your goals.
Don't forget to email DAVID@PARALLELFINANCIAL.COM with any questions.
Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more.
Some of the secret roles of your financial advisors are:
Asking the right questions.Helping YOU to achieve your goals.Nudging your behaviors, if they are not aligning with your goals.
Don't forget to email DAVID@PARALLELFINANCIAL.COM with any questions.
17 min