218 – Values Over Location: How To Choose Your Financial Advisor
Description
Click below to listen to Episode 218 – Values Over Location: How To Choose Your Financial Advisor
Values Over Location: How To Choose Your Financial Advisor
<figure class="wpb_wrapper vc_figure">
</figure>
Why proximity is not greater when it comes to the quality and values of a financial advisor.
<figure class="wpb_wrapper vc_figure">
</figure>
Within the past 5 years, our world has truly transformed the way individuals can receive personalized financial advice, making location no longer a barrier. With advancements in video conferencing, digital documentation, and secure online access, values based financial advisors, like Christian Financial Advisors, can give personalized financial guidance without the need for in-person meetings.
Even if you do live close to your financial advisor, the convenience, ease of communication, and extended adviser availability are benefits of the shift to online financial advice. Finding an advisor that aligns with your values and needs is more important than geography, as technology enables advisers to serve clients nationwide, and Christian Financial Advisors is here to help you with just that!
HOSTED BY: Bob Barber, CWS®, CKA®
CO-HOST: Shawn Peters
Mentioned In This Episode
United States
