A financial_advisor is often responsible for more than just executing trades in the market on behalf of their clients.Advisors use their knowledge and expertise to construct personalized financial plans that aim to achieve the financial goals of clients.These plans include not only investments but also savings, budget, insurance, and tax strategies.Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.You do not need to be wealthy to benefit from the services of a financial advisor.Become a supporter of this podcast: https://www.spreaker.com/podcast/investment-terms--4432332/support.

Ver todos los episodios