One thing I’ve noticed is that lots of
folks are extremely surprised to learn they hadn’t been made aware of a given
financial strategy or product that is better than what they’d been using. As I
interact with people, both privately and in public settings, this is a very common
question I hear: “How come I’ve never heard about this?”
To be to totally
honest, I tend to think that from your perspective as an investor, you should greet
this as good news, because if you’d known a better way and hadn’t been using
it, you’d be something of an idiot, wouldn’t you? Nevertheless, I understand that
as clients, we expect our professionals to always make the absolutely best solutions
available to us.
The financial
planning field is a completely different animal, however. Here’s something most
people may not be aware and, quite frankly, many financial advisors wouldn’t
want you to know, if they had their way: A
financial professional can sell you only what they are specifically licensed to sell, or the products/services the company
they work for offers.
You see, unlike other
fields, there are very strict and specific licensing requirements for every
single product a financial professional can – or cannot – offer to you. So THE question
becomes: Will your advisor tell you everything you need to know, regardless of
whether it will benefit his/her pocketbook?Of course the answer could go either way – but this may give you some insight into why financial advisors highlight certain things, while others are suppressed, sharply criticized, or perhaps never mentioned at all.
________________________
Contact a financial professional at Laser FG today to learn about proven strategies your current advisor may not know about or be able to offer through his or her company. LaserFG.com or 877.656.9111.
I am truly pleased to read this website posts which carries lots of helpful data, thanks for providing these kinds of statistics.
ReplyDeleteIndependent Financial Adviser NYC
Of course, as an owner of the business, you will surely have a hectic schedule from day to day. Dealing with a lot of things will hinder you to manage your finances so it would be better if you hire a financial advisor houston and have the guarantee that everything will be put into their right places. Identifying your weaknesses and strengths is very important for you to have an idea what particular aspect you need to improve. Getting the service from the Oak Harvest Financial Group is something for you to consider if you want to evaluate your business strategies and come up with much better ideas. If you can possibly improve the productivity within your company, then anticipate that you’ll get a fruitful outcome ahead.
ReplyDelete