GOBankingRates works with many financial advertisers to showcase their products and services to our audiences.
These brands compensate us to advertise their products in ads across our site.
This compensation may impact how and where products appear on this site.
Commitment to Our Readers
GOBankingRates' editorial team is committed to bringing you unbiased reviews and information.
you’re free to read more about oureditorial guidelinesand our products and servicesreview methodology.
Here are seven added benefits of consulting a financial advisor that go beyond the conventional knowledge of many.
They can also help you look at the near-term of your finances.
What are goals you have for your personal life?
What trips do you want to take?
What experiences do you want to share with family, and why?
A lot of times, were spending time with our clients on [these questions], he said.
How has money for them growing up shaped their viewpoint on money today?
Money is the tool to get from point A to point B.
The conversation has to be more around what do you want money to do for you?
Thats a hard thing to do.
This is where a financial advisors role crosses over somewhat into a counseling role, he said.
Im about to make a decision on this vehicle.
Do you mind looking over the deal?
Do you mind making sure that this is something I should be doing?'
He and colleagues regularly invite their clients tonon-financial planning related eventsto get to know them better.
More From GOBankingRates
Share This Article:
