Search

10 Jan Why you need your adviser to challenge you

Posted at 16:14h in Wealth Extras by
0 Likes

Some people treat their financial adviser like an order taker. They go to them with preset ideas about what they want. The adviser’s role, as they see it, is to carry out their instructions. But it shouldn’t be like that at all. You need your adviser to challenge you and ask you searching questions.  A video on the Bloomsbury Wealth YouTube Channel.

Check out more of our content and follow us here:

Follow Carolyn:
*Twitter https://twitter.com/CarolynGowen
*LinkedIn https://www.linkedin.com/in/carolyn-g…
*Instagram https://www.instagram.com/thefinancia…
*YouTube https://www.youtube.com/channel/UCzp8…

Websites
https://www.thefinancialbodyguard.com
https://www.bloomsburywealth.co.uk

Follow Rob:
https://financialchieftain.com/
*LinkedIn https://www.linkedin.com/in/robert-lo…

Follow Charles:
https://financialjamming.com/
*LinkedIn https://www.linkedin.com/in/charles-w…
*Twitter https://twitter.com/Financial_Jam

Tags:


Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

For a copy of our full privacy notice, please click here

You have Successfully Subscribed!

By providing your email address you confirm that you consent to Bloomsbury Wealth adding you to our marketing list and to contact you via email. You may opt-out at any time by clicking on the ‘Unsubscribe’ link which is included in all emails we may send you or by emailing us at truewealth@bloomsburywealth.co.uk Opting out shall not affect the lawfulness of processing based on your consent before it is withdrawn. We do not sell your information to any third parties. Please note that any information provided to us will be processed in accordance with our Privacy Notice.