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<br>Hiring a financial advisor is not always worth it. Im sure you can remember a time when you went out to eat, rented a hotel or went to an event and it really didnt live up to your expectations. When you left, you got frustrated that you spent the amount of {72} you did. This happens in the financial industry as well. There are advisors out there who will {106} you a product and you never hear from them again (not sure I would really call that an advisor). Then there are roboadvisors who help with your portfolio, but are they their for you when you really need advice? This {84} breaks down what a great advisor does based on research from different companies. After viewing this {84}, you can make a more informed decision as to whether or not a fiduciary financial advisor is right for you.

*This {84} is intended solely for education and is not financial or tax advice*

Research {73}:
<a href=”https://www.thinkadvisor.com/2020/10/16/howmuchvaluedoesafinancialadvisordeliver/” target=”_blank“>https://www.thinkadvisor.com/2020/10/16/howmuchvaluedoesafinancialadvisordeliver/a>

<a href=”https://www.kitces.com/{89}/hierarachyoffinancialadvisorvalue/” target=”_blank“>https://www.kitces.com/{89}/hierarachyoffinancialadvisorvalue/a>

<a href=”https://www.vanguard.com/pdf/ISGQVAA.pdftarget=”_blank“>https://www.vanguard.com/pdf/ISGQVAA.pdfa>

**To {95} a complimentary call with a fiduciary advisor and join the movement to help everyday investors grow their {57}**
<a href=”https://thefuturemill.comtarget=”_blank“>https://thefuturemill.coma>

0:00 Intro
1:00 Personal Trainer vs Advisor
1:20 What a good financial advisor does
1:45 Bad advisor example
2:50 Fiduciary advisor conflict
3:30 Russell Investments Report Summary
4:05 Trading on your own
4:40 Asset Allocation and client values
5:10 Married and differing finance values
5:25 Behavioral mistakes investing
6:25 {90} of cash in savings account
7:05 Expertise from advisors or lack thereof
8:15 Tax Strategies that advisor should assist with
9:40 Michael Kitces hierarchy of an advisor
9:55 Example of an advisor who is not worth it
10:45 Encourage increased savings and investing
11:00 Financial Planning
11:30 Managing Expectations and Behavior
11:40 Asset allocation managing costs and fees portfolio rebalance
12:00 Security selection and Warren Buffet statement
12:15 Without advisor you should have these traits
12:30 Vanguard report
12:45 Explanation of what basis points are
13:15 Spending strategy value
13:25 Value of asset allocation
13:45 Value of behavioral coaching
14:00 Saving {72} on fees
14:30 Is a financial advisor worth it
15:00 Robo advisor lack of value
15:15 TheFutureMill.com


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