Do I Need a Financial Advisor? - Interview with Dechtman Wealth Management
Автор: Dechtman Wealth Management
Загружено: 2022-08-02
Просмотров: 2179
Описание:
An Interview With Sam Dechtman — Why Do I Need a Financial Advisor?
Contact Dechtman Wealth Management for a FREE Assessment: https://dechtmanwealth.com/
Content of this video:
0:00 - Intro
0:40 - Why do I need a financial advisor?
2:05 - Why can't I do it myself?
3:44 - What are some other services a financial advisor can provide?
7:38 - What are the differences between a financial advisor and financial planner?
9:16 - What are some disadvantages to working with a financial advisor?
11:02 - What is the cost of working with a financial advisor?
15:03 - What are the non-financial benefits of working with a financial advisor?
16:50 - What are some signs that I should seek advice?
18:59 - How do I identify the best advisor for me and my circumstances?
21:05 - Who is the ideal client at Dechtman Wealth Management?
Deciding whether you need a financial advisor or not can be a big decision. Sam Dechtman of Dechtman Wealth Management sat down with Aaron Marks from Avalaunch Media® to discuss common questions people ask about when considering hiring a financial advisor/financial planner.
It is possible to handle your finances alone, but if you’re doing it all on your own, there are signs to look for to know when it’s time to get a second or third opinion. Sam Dechtman also explains how to find the best financial advisor for you and your circumstances, so you can make an informed decision. Even when things are going well for you financially, involving a professional can improve an already good situation. You can do a lot of research on your own, but a professional can help you elevate your financial situation even more.
For more information, visit our website at https://dechtmanwealth.com/
This interview was conducted by Aaron Marks from https://avalaunchmedia.com/
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