『Do Smart Investors Need a Financial Planner?』のカバーアート

Do Smart Investors Need a Financial Planner?

Do Smart Investors Need a Financial Planner?

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If you’ve spent years successfully managing your own investments, do you really need a financial advisor? That’s the question one of our listeners sent in after years of handling 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

1:45 – DIY investors

4:13 – Much more than investment advice

6:11 – Two client stories

7:56 – Relationships

10:06 – Life changes

13:08 – Showing our value

Connect:

Website: https://centrusfs.com/podcast/

Call: 800-779-4592

Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min

Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/

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