Solving The Financial Puzzle

We get the question quite a lot about whether someone needs a financial advisor so Dan Cuprill shares a real-life example of a couple he worked with to provide a case study for how the process plays out. We’ll call them the Parkers, and we’ll walk through their first meeting, goals, needs, and how we decided they were a fit for an advisor.----more---- Today's show:   0:50 – Why it’s so important to have a plan and why we’re talking about that on this episode. 3:03 – Why I don’t off my advisor services to everyone.   3:55 – Are you prepared to stick to the plan through the ups and downs? 4:54 – Let’s take you through a case study using actual clients. We’ll call them the Parkers. 5:23 – Who are the Parkers? 7:46 – This is the question I start off by asking every potential client that comes into the office and what I found out about the Parkers. 10:05 – There was fear from the Parkers despite having a sizeable net worth. 11:04 – Here’s where a good financial comes in to play. 11:50 – Here are their g