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Michael Tory tells about the Role of Financial Advisors
Manage episode 338636449 series 3374629
Michael Tory에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Michael Tory 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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.
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