What We Need From Financial Advisors #263
Informed Decisions Independent Financial Planning & Money Podcast
English - May 29, 2023 18:37 - 22 minutes - 27.5 MB - ★★★★★ - 3 ratingsInvesting Business Education pension psychology savings budgeting entertainment investing personalfinance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Changes in Retirement Planning with Clive Slattery #262
Next Episode: Inheriting a House in Ireland #264
Like any individual in any profession, every Financial Advisor will have different strengths and weaknesses. They each have different skill sets. None of them are perfect, and I include myself in that!
In this short piece, I will delve into the importance of what financial advisors can do with and for their clients, even though many clients receiving said advice might not immediately recognise what they are actually helping them do, achieve and avoid!
Key Points
Avoiding fear-mongering Personalising the approach Keep investors on course, in 'good' and 'bad' times Taking time to provide the correct answer for you