What services do you expect from your financial advisor? What are you actually getting?
Think about it. Is there a gap between your advisory expectations and the reality?
Research from SpectremGroup among wealthy investors shows there’s a massive advice gap in many crucial wealth management services.
There are many reasons why such an advice gap may exist, including:
Note this survey was conducted among wealthy investors.
What about those not considered wealthy, which may include families with less than $1M investable assets? If these investors are surveyed, would the advice gap be even wider?
I explore this topic further in Episode 20 of the Financial Purpose Podcast. Listen here:
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