In 2017, one of our strategic partners Dimensional Fund Advisors conducted an investor feedback survey on behalf of financial advisers who work with them. The findings show that investors place a high value on the sense of security they receive from their financial adviser relationships. It also demonstrates how the right financial adviser plays a vital role in helping you understand what you can control while providing the expertise, perspective, and encouragement to keep you focused on your destination.
This short video will help you understand how a good financial adviser can make a difference to you. If it gets you thinking and you have a question about it, get in touch.