The Value of a Financial Advisor
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:
- Behavioral Financial Coaching
- Rebalancing
- Customized Client Experience
- Taxes, taxes, and more taxes
- The Behavior Gap Book - www.amazon.com/Behavior-Gap-Simple-Doing-Things/dp/1591844649
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