The Value of a Financial Advisor - podcast episode cover

The Value of a Financial Advisor

Jan 17, 202318 minEp. 172
--:--
--:--
Download Metacast podcast app
Listen to this episode in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episode description

Partnering with a financial advisor can help you develop confidence and commitment to achieving your financial goals. But, when and why do you need a financial advisor?

In this episode, I will talk about four things that a financial advisor can bring value to you:

  • Behavioral side of the financial advisor
  • Customized client experience
  • Tax
  • Rebalancing if you're investing

Tune in now as I discuss what things could help you build your net worth!

Highlights and Resources:



I’m sure you’re getting tons of value from the podcast! Don’t forget to subscribe on Apple Podcasts (https://apple.co/3jN77Mv), Spotify (https://spoti.fi/3jParH0), Google Podcasts (https://bit.ly/3n3i8vb), or on your favorite podcast app and SHARE THIS 👉 (https://bit.ly/3l18yWQ) with a friend.

**********

Let's Continue the Conversation! Head on over to the Facebook Group and let’s discuss how we can change the complexion of wealth (https://bit.ly/3jO4cmF

Want to chat with a fee-only financial planner? Shoot me an email at [email protected]  Can't wait to meet you.

For the best experience, listen in Metacast app for iOS or Android
Open in Metacast
The Value of a Financial Advisor | Minority Money podcast - Listen or read transcript on Metacast