The Value of a Financial Advisor

Minority Money

Im On Trading Entrepreneur Business Podcasting Education Self-Improvement Emlen Miles-Mattingly

Το περιεχόμενο παρέχεται από το Emlen Miles-Mattingly. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Emlen Miles-Mattingly ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.

1+ y ago 17:53

MP3•Αρχική οθόνη επεισοδίου

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

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.

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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 emlen@minoritymoneypodcast.com Can't wait to meet you.

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