Episode 53: The HIDDEN (and often forgotten) jobs of your financial advisor
We all know that most financial advisors manage money or provide some sort of investment advice or planning, but what ELSE should your financial advisor do for you? In this episode, David gives his take on the 5 of the jobs that your financial advisor has (in addition to money management:
1. Help client to decide if they have the proper mortgage for their current situation.
2. Align clients with professionals who can help take important items off of their plates.
3. Guide clients to the proper property and casualty risk coverages.
4. Ask the "whats" and "why" questions.
5. Discuss and determine what levels of giving should exist in their clients' lives.
Don't forget to visit our website at www.weeklywealthpodcast.com and also make sure to email david@parallelfinancial.com with any questions or to schedule your 30 minute zoom or telephone call.
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