Equipping Points:

Why wouldn’t someone want to work with a financial advisor? In today’s episode, we’ll discuss some common reasons why someone might hesitate to work with one. To some, having an advisor sounds like added cost or something only for the rich. Instead, the value you receive from an advisor and having a customized financial plan could make all the difference in your financial life.

Join us as Eric shares his responses to these concerns and gain a comprehensive understanding of the benefits of engaging a financial advisor for your financial well-being.

Here are the reasons some people avoid meeting with an advisor:

The perceived lack of trust holds people back. 1:14
The perceived costs loom large. [spp-timestamp time=”4:09″]
I’m not rich enough, so I can DIY it. [spp-timestamp time=”7:05″]
What does an advisor really do? [spp-timestamp time=”9:51″]

If you have any questions about what we discussed on the show or want to follow up with any financial planning questions of your own, get in touch with us and schedule a visit here.

Today’s Takeaway:

Related Episodes:

Grading Your Financial Competency

Ways to Ruin Retirement

Separating Your Money

More From Eric:

The host: Eric Peterson - Contact - Call: (515) 226-1500

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