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10 Hard Questions That Reveal Why Investors Need Advisors

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Why do investors need advisors? Answering that question is articulating your value.

Your prospects have their own questions in the back (or the front) of their minds. Guide them to the answers, and you’ve shown why they need your advice.

Investors are normal people like the rest of us. They want to do something for their own benefit. They want to perceive they are getting value. We are in an environment that includes rising interest rates, inflation, uncertainty about the economy and disturbing world events. Investors need you now.

Good advisors can see problems on the horizon and recommend steps to address them early. In each case, the investor is the winner, benefiting from the advice.