If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question Bob, one of our listeners, sent in. He’s got an MBA, knows the markets well, and has always handled his portfolio solo.
So, is working with an advisor just an extra expense, or could it actually add real value? In this episode, we break down when and why even experienced investors might benefit from professional guidance and when they’re probably fine on their own.
Here’s what we discuss in this episode:
0:00 - Intro
1:23 – Today’s question
3:01 – How advisors provide value
4:18 – Financial blindspots
6:24 – Help managing a portfolio
8:43 – Why you work with an advisor
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Phone: (855) 987-8888
Contact our team: https://principalpreservationservices.com/wisconsin-minnesota-financial-services/
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Check out our downloadable guides: https://principalpreservationservices.com/useful-financial-guides/
Check us out on YouTube: https://www.youtube.com/channel/UCJ6RRiWvkInUm_E3lg38T2g
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