Ep 168: The SECRET roles of your financial advisor
Podcast: The Weekly Wealth PodcastPublished On: Fri May 10 2024
Description: 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.
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