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Attributes Most Valued in a Financial Advisor
Manage episode 305467346 series 2076970
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships.
What attributes are most valued in a Financial Advisor:
1. Understand Financial Needs and Goals
2. Explains financial concepts in a manner that I can understand
What does sense of security and peace of mind mean to you:
1. Not running out of money (60% responded this way)
2. Being able to maintain lifestyle
For more financial advice visit our website and follow us on
Linkedin, FB, and Instagram.
220 episode
Manage episode 305467346 series 2076970
Jason and Alex kick off todays' show discussing a survey returned by Dimensional Funds that includes 13,000 investors and some of the important data that was derived from the survey. Find out what is important to people with regards to their advisor relationships.
What attributes are most valued in a Financial Advisor:
1. Understand Financial Needs and Goals
2. Explains financial concepts in a manner that I can understand
What does sense of security and peace of mind mean to you:
1. Not running out of money (60% responded this way)
2. Being able to maintain lifestyle
For more financial advice visit our website and follow us on
Linkedin, FB, and Instagram.
220 episode
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