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Who Needs a Financial Advisor? (And Who Doesn’t) Thumbnail

Who Needs a Financial Advisor? (And Who Doesn’t)

Investing Planning


On This Episode

Not everyone needs a financial advisor right away, but some people desperately do. Unfortunately, people can have a hard time understanding which category they fall into. We’ve met with many different clients over the years. During those discussions, we’ve been able to tell who urgently needs our help, who simply needs a little guidance, and who thinks they have it all figured out.

When you start building assets and wealth, you want to make sure you don't make any mistakes. That’s why having a trusted financial advisor in your corner at the right time is so crucial. Listen to today’s show and find out what financial help you might need at different life stages, as Mark shares some first-hand insights on the benefits of financial planning.   

On today’s show, we’ll share:

  • Someone who thinks they don’t need an advisor, but they really do. (2:15)
  • Someone who thinks they need an advisor, but they really don’t. (3:35)
  • Someone who needs financial planning help but not necessarily investing help. (5:26)

Thanks for joining us! We’ll be back for another show every other Thursday.

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