May 10, 2024
Ep 168: The SECRET roles of your financial advisor
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.
