))
Michael Tory tells about the Role of Financial Advisors
Manage episode 338636449 series 3374629
内容由Michael Tory提供。所有播客内容（包括剧集、图形和播客描述）均由 Michael Tory 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
Michael Tory said Financial Advisors give clients expert advice about managing their money. To give financial advice, advisors need to be professionally qualified and comply with rigorous rules of the financial industry. Financial advisers can be generalists who can cover all aspects of a client's financial plans, or they can specialize in one or several areas, such as tax laws, investments, or debt payments.
Financial advisers require advanced knowledge of market performance and investment strategies, but also need to possess good interpersonal skills, as recruiting clients and offering guidance is a significant portion of the job. They also can be tasked with helping clients build long-term budgeting plans, which are based on their income, their individual spending needs, and outstanding debts. Financial advisers assist clients with planning their short-term and long-term financial goals, including buying a home, paying for a child's education, and retirement. A financial advisor's main responsibility is to learn about his client's financial goals and to use this knowledge to help his clients create a plan for reaching these goals.
Follow on:-
2集单集
分享
