Advisor Flipbooks

Find emotional rescue. When it comes to investing, your emo- tions—or lack thereof—can derail the best of intentions. A professional can keep you on track—and feeling confident. Make friends with tech. Feeling fully informed can include le- veraging client portals and other digital apps that create additional opportunities to connect personally with your advisor. Then, leverage tech. The power of technology can create endless efficiencies, including investor education, portfolio and rebalancing tools, and access to a broad universe of investments. 3 ways to power your wealth Build confidence, gain control Today, powering your wealth is so much more than having an investment portfolio. Confidence and financial freedom happen when you feel fully informed, have all of your questions answered, and know there's someone—a true advocate—in your corner working to help your goals and aspirations become a reality. Experiences, especially when it comes to investing, aren't just rational ones. They're emotional, too. It's helpful to have someone who helps you navigate the emotions of investing and keep you focused on your long-term. Not only does it help you better understand the ups and downs of the market, but it can help connect your financial goals to all facets of your life. In fact, there's real, tangible value that helps fuel the financial freedom you'll feel when working—and more importantly—connecting with an advisor who can put themselves in your shoes. Get happy(er) People who work with a financial advisor are reportedly as much as 3x happier with their life than those who manager their own finances. 3 Return the favor Investors who receive behavioral coaching from their financial advisor potentially realize as much as 1.5% in excess returns. 4 3x 1.5 %

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