Priority Financial Group’s Post

Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/gN6JEv72

Hiring a financial advisor is a long term commitment. When deciding who to partner with on your finances, it is important to make sure they are the right fit. Kyle & Kolin go over 6 mistakes to avoid when hiring a financial advisor 👉 https://lnkd.in/d_4SGsJf

Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/gz46qrH8

Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/gg5fP9bh

Hiring a financial advisor is one of the most loving and responsible things you can do for your spouse. Discover why this thoughtful decision is crucial for your family’s financial future. Click here: https://lnkd.in/g8_Krye3

Ready to uncover the truth about financial advisor fees? Tomorrow, Dawn Dahlby reveals the secrets behind the real cost of hiring a financial advisor. This is the information you’ve been waiting for! Subscribe now and hit the notification bell to be the first to watch!

Thinking about hiring a financial advisor? Discover the benefits and how they can help you reach your financial goals. Get expert guidance for a brighter financial future! NMLS:3030 #EqualHousingLender

Think you're killing it with your wealth management clients? Read this recap of a story I heard last night. "I'm not dumb, I'm an experienced data scientist at (tier 1 tech company). I've been working with the same financial advisor from (large well-known wirehouse) for years. I stopped attending semi-annual meetings 2.5 years ago. I didn't see the point. After weeks of prodding, I finally agreed to show up at my husband's insistence. My financial advisor couldn't explain to me in the simplest terms how I'm doing relative to my personal life goals. I understand data analytics. It's my job. The wealth manager I work with couldn't tell me a data-driven story based on my simplest questions about the work I pay him to do! I asked how things would change if I send my kids to private vs. public university, 'uh.....we'll have to get back to you on that.' I asked why our projections for the future looked the exact same even after a relocation to a more expensive city...and 2.5 years had passed....'uh...we'll have to get back to you on that' The charts and graphs I saw told me stories that felt meaningless in the context of my real life. Every question I asked was left unanswered. I was told that I'm in arbitrary funds with names I don't recall and really don't care about. I was told about my performance relative to arbitrary benchmarks. I didn't ask. I asked about my goals. I asked because I want to know that I'm OK relative to decisions that might really come up in my life in coming years. This is what I'm paying for. I don't understand the value I'm getting for my 1% fee that I'm paying on all of my assets." So.... my friends in wealth management. I ask - Is this you?! Think you're going to retain this client? Really? How can you do better for your clients if you don't know what's important to them BEFORE you go into a meeting? How do you build a relationship with ALL of the people in a family who care about how their money is performing in relation to their future? There's a better way. Know. Knomee. DM me for details.

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On the fence about hiring a #Financial Advisor? Here are a few reasons why it could be beneficial⬇️