About this episode
Most people think that financial advisors simply help their clients to invest money. While that is a big part of the financial planning process, good financial advisors do much more. Some of the secret roles of your financial advisors are: Asking the right questions. Helping YOU to achieve your goals. Nudging your behaviors, if they are not aligning with your goals. Don't forget to email DAVID@PARALLELFINANCIAL.COM with any questions.