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Reasons Why People Don’t Visit With An Advisor
Manage episode 367372129 series 2446480
المحتوى المقدم من Sean Lee. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Sean Lee أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Not everyone has a financial advisor they know and trust. It can be scary to trust a financial advisor, especially when it comes to your nest egg. Sean talks about how he builds trust with clients and what it takes to find the right fit. You want to find someone who can create a financial plan that you are willing to follow and feel confident about.
Here are the reasons people don’t visit an advisor that we talk about on today’s show:
- Some people struggle to trust advisors. (2:13)
- The perceived cost gets in the way. (7:09)
- Some think they can just do DIY. (9:54)
- People misunderstand an advisor’s role. (12:43)
For more, visit us online at https://retirementelevatedpodcast.com/
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