Reasons People Don’t Visit a Financial Advisor

Why wouldn’t someone want to work with a financial advisor? In today’s episode, we’ll discuss some common reasons why someone might hesitate to work with one. To some, having an advisor sounds like added cost or something only for the rich. Instead, the value you receive from an advisor and having a customized financial plan could make all the difference in your financial life. 

 

Here are the reasons some people avoid meeting with an advisor:

• The perceived lack of trust holds people back. (1:14)
• The perceived costs loom large. (4:09)
• I’m not rich enough, so I can DIY it. (7:05)
• What does an advisor really do? (9:51)

 

Get in touch with the Peterson Financial team: https://petersonfg.com/