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Updated: May 27, 2019

A big obstacle to people getting the advice they need is that they don't understand what financial advisors do and how they do it. Over the coming weeks, I'll share a few examples of WHAT PEOPLE DON'T KNOW.

WHAT ADVISORS ACTUALLY DO (Part I) More than you realize. Most people associate the term financial advisor with someone who does investment management for very wealthy people. But that is only half of what they do (and some don’t even do it). The other half is financial planning. Because the term is ambiguous, I developed my own definition:

Financial advisor: A trained, experienced professional who helps you understand your financial options, create a comprehensive financial plan, and make the right financial decisions along the way. Expertise should include financial planning, investment management, insurance, and taxation. While there are skilled practitioners within the financial advisory industry who specialize in some of these areas, you need all these areas in order to have an effective, holistic experience.

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