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🚀 When and Why to Consider Hiring a Financial Advisor 💼 You’ve probably heard the saying: "If you want to go fast, go alone. If you want to go far, go together." This couldn't be more true when it comes to managing your finances. A trusted financial advisor can provide expert guidance, helping you make smarter financial decisions that lead to better long-term outcomes. But don’t just take our word for it—do a quick search on “How much better returns do investors get with a financial advisor?” and see for yourself! Read our latest blog to learn when and why hiring a financial advisor could be the best decision for your future! https://lnkd.in/ej-5JuVN #FinancialFreedom #SmartInvesting #PlanForTheFuture #GoodwinInvestmentAdvisory #RetirementPlanning

Is a Financial Advisor Worth It? — When to Hire a Financial Advisor? Anything you can do to start is a good thing. This is a candid conversation explaining one of the most common problems we see people make: They wait too long to call for a multitude of reasons. • They feel financial shame • Haven't experienced real "pain" yet • Don't think they need professional guidance and are happy DIY'ing I promise we will not judge, shame, or make you feel bad about your current financial situation. We're here to help and want to help you sooner than later. People Usually Wait Too Long Before Calling a Financial Advisor I hope this video helps. --Nic

Thinking about hiring a financial advisor? Don't get caught in the confusion of hidden agendas. Cut through it all with this key question: "𝗪𝗵𝗮𝘁 𝗰𝗼𝗻𝗳𝗹𝗶𝗰𝘁𝘀 𝗼𝗳 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝗸𝗻𝗼𝘄 𝗮𝗯𝗼𝘂𝘁?” Anyone licensed to sell products or offer advice must disclose these, and they are often tied to how someone is paid. Be wary of models like Assets Under Management, where their goals may not align with yours. For further insights, check out a recent article from The Wall Street Journal about the conflicts of interest your advisor doesn't want you to know about: https://lnkd.in/g22WUAHX #financialadvice #financialplanning #financialguidance #trust

Thinking about hiring a financial advisor? Don't get caught in the confusion of hidden agendas. Cut through it all with this key question: "𝗪𝗵𝗮𝘁 𝗰𝗼𝗻𝗳𝗹𝗶𝗰𝘁𝘀 𝗼𝗳 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝘀𝗵𝗼𝘂𝗹𝗱 𝗜 𝗸𝗻𝗼𝘄 𝗮𝗯𝗼𝘂𝘁?” Anyone licensed to sell products or offer advice must disclose these, and they are often tied to how someone is paid. Be wary of models like Assets Under Management, where their goals may not align with yours. For further insights, check out a recent article from The Wall Street Journal about the conflicts of interest your advisor doesn't want you to know about: https://lnkd.in/gexGGWxN #financialadvice #financialplanning #financialguidance #trust

Is a Financial Advisor Worth It? — When to Hire a Financial Advisor? Anything you can do to start is a good thing. This is a candid conversation explaining one of the most common problems we see people make: They wait too long to call for a multitude of reasons. • They feel financial shame • Haven't experienced real "pain" yet • Don't think they need professional guidance and are happy DIY'ing I promise we will not judge, shame, or make you feel bad about your current financial situation. We're here to help and want to help you sooner than later. People Usually Wait Too Long Before Calling a Financial Advisor I hope this video helps. Cheers, Nic

“I can not afford to hire a Financial Advisor” Well, why not? While it may seem like an added expense, think of hiring a financial advisor as an investment in your future. The value they bring in terms of financial guidance, planning, and peace of mind far outweighs the cost. Don't let the fear of high fees deter you. Many financial advisors offer flexible fee structures, including hourly rates, flat fees, or a percentage of assets under management. Shop around to find an advisor whose fees align with your budget and needs. What is the cost of not hiring a financial advisor? Without professional guidance, you may miss out on opportunities for growth, fail to adequately protect your assets, or make costly financial mistakes. Investing in expert advice now can save you from greater losses down the road. Financial advisors are not just for the wealthy elite.  They are accessible to individuals and families of all income levels, and the benefits they provide are invaluable.  So, if you've been putting off hiring a financial advisor due to perceived cost constraints, it's time to rethink your priorities and consider the long-term value they can bring to your financial well-being. #FinancialPlanning #WealthManagement #Investing #PersonalFinance #FinancialAdvisor #ValueOverCost #LongTermBenefits

We don't just match you with a new financial professional; we'll make your role 10% more productive. The financial role of the past isn't needed today, we understand that. We're here to not only ensure you find the right professional for your business, but to also optimise the role so that your business gets the best return possible. Learn more below https://lnkd.in/g3sx77fP #FinancialRecruitment #FinanceHiring

If you think hiring a financial advisor is something you want to explore, what do you need to know? Unfortunately, finding an advisor who is a good fit for you can also be intimidating. Our industry has not done a good job of eliminating its problems. There are conflicts of interest. Getting a license doesn't require an advanced degree. And there are often incentives that don't always encourage good behavior. Here are 4 key questions you should ask. https://lnkd.in/g8CASfiy

Why do people hire a financial advisor? because you're stupid, or incapable (quite the opposite)... NO! It is because they are not you. We all have areas where we might not see the full picture, and those blind spots can be costly. My clients are some of the sharpest minds out there—engineers, attorneys, successfully business owners, investment bankers, and more. These are people who could manage their own financial plans, but they’re smart enough to recognize the value of their time and expertise in their own fields. The ROI is clear: it makes more sense for them to focus on their careers and passions. 💼💡 Financial mistakes can come with a hefty price tag. 💸 That’s why these business owners and clients choose to collaborate with me—so I can help them organize, optimize, and enhance their financial and tax strategies. It lets me do what I love, while they can spend their time on the things they enjoy—without: • relying on internet searches for complex financial questions • stressing over potential errors • trying to DIY their financial future That’s a partnership that works for everyone!

Top 5 reasons why clients hire Financial Advisors! Another great visual by Visual Capitalist. These are very specific needs of clients. 1. Specific goals or needs 2. Discomfort handling finances 3. Behavioral coaching 4. Recommended by family or friends 5. Quality of relationship Best Attributes of a great Financial Planners include: 1. Address clients’ emotional needs early on 2. Demonstrate how you can offer support 3. Use ordinary language 4. Provide education to help clients stay on track 5. Acknowledge that these are issues we all face Do take a few minutes to look at hire clients hire & fire their Financial Advisor. #Financialplanning #AssetManagement #Retirementplanning #estateplanning #taxplanning #CFP #money #markets #behaviourfinance https://lnkd.in/gXjWTY2j