In today’s podcast Greg asks Dan why anyone would hire a Financial Advisor. Dan points out that an advisor educates, organizes, and is an accountability partner in the financial life of his clients. The advisor/client relationship is understood as a partnership where the advisor educates the client, understands the clients goals, gives accountability, helps clients avoid mistakes, and evaluates their progress.   

  1. Is your financial life in order?
  2. Do you understand what documents are required in an organized financial plan?
  3. Do you have financial goals? What is a financial goal?
  4. What is one thing you would like a financial planner to help you do?
  5. Have you ever made a financial mistake?
  6. Are you ready to hire a financial planner?

Listen to Dan convince Greg that everyone needs a financial planner.  Then schedule a call with Dan today.