Season 1 · Episode 168
Ep 168: The SECRET roles of your financial advisor
The Weekly Wealth Podcast · David Chudyk
May 10, 202417m 49s
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Show Notes
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 [email protected] with any questions.