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Ep 168: The SECRET roles of your financial advisor
MP3•Episode home
Manage episode 417496649 series 3502811
Content provided by David Chudyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Chudyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 DAVID@PARALLELFINANCIAL.COM with any questions.
184 episodes
MP3•Episode home
Manage episode 417496649 series 3502811
Content provided by David Chudyk. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by David Chudyk or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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 DAVID@PARALLELFINANCIAL.COM with any questions.
184 episodes
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