Oct 28, 2019
In episode 203 of Financially Simple, Justin examines the perceived added value of having an Investment Advisor when investing.
When you decide to invest, you might hire the services of an Investment Advisor or you might decide to go it alone using information that is readily available. Justin looks at two reports that investigate the topic of hiring an Investment Advisor, and the real and perceived value that having a professional on your side has.
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TIME INDEX:
01:03 - Should I DIY My Own Investing or Hire a Professional?
04:06 - What The Research Says: Vanguard Study 2016
07:52 - The Value of an Investment Advisor
10:54 - Vanguard 2019 Study
12:40 - Perceived Value: Morningstar Study
14:01 - Investors Perceived Value of Advisors
16:02 - Advisors Perceived Value of Their Services
18:34 - What Does All This Mean?
20:49 - Wrap Up
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BIO:
Justin A. Goodbread, CFP®, CEPA,
CVGA, is a nationally recognized financial planner, business
educator, wealth manager, author, speaker, and entrepreneur. He has
20+ years of experience teaching small business owners how to
start, buy, grow, and sell businesses. He is a multi-year recipient
of the Investopedia Top 100 Advisor and 2018 Exit Planning
Institute’s Exit Planner Leader of the Year.
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