Reasons Why People Don’t Visit With An Advisor

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/