What Does a Financial Adviser Do?

by | Nov 13, 2012 | Asset Management, Videos

A common question that the majority of people are too afraid to ask is: what do financial advisers do? This week on the Mullooly Asset Management podcast Tom and Brendan will discuss exactly what a financial adviser does for their clients. On top of explaining what financial advisers do you will also learn what wealth managers, investment planners, financial planners, and money managers do as well. Having a solid understanding of what these different industry members do will help you decide where you should be investing.

Many people do not contact financial advisers out of fear of appearing unintelligent or lack of trust. Hopefully this presentation will show that not contacting a financial adviser and guessing the amount you will need to retire is the bigger mistake. There is definitely a lot to learn about financial advisers, wealth managers, investment planners, financial planners, and money managers so tune in.

Now, if you are relying on a blog post for specific investment advice, you are making a huge mistake. Please speak with an investment adviser before making ANY investment decisions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions, or withdrawals may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for an investor’s portfolio

You can download the audio of the presentation on financial advisers as a podcast! Just search for Mullooly on iTunes!

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