With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.
Too often, it persuades investors to make questionable moves.
Fear affects investors in two distinct ways. Every so often, a bulletin, headline, or sustained economic or market trend will scare them and make them question their investing approach. If they overreact to it, they may sell low now and buy high later – or in the worst-case scenario, they derail their whole investing and retirement planning strategy.
Provides automated new client electronic on-boarding to the Insurance and Securities verticals
The retiring president of the US Chamber of Commerce, many years ago, told a story at his going away dinner. He had become one of the most respected businesspeople in America, and overseas. He had developed the kind of reputation for high quality work that every person in business dreams of having.