5 reasons to fall in love with your financial advisor
TRANSCRIPT
5 Reasons To Fall In Love With Your Financial Advisor
By Denell Skelton, CPA
5 Reasons To Fall In Love With Your Financial Advisor
While your financial advisor is probably the last person you are thinking about this Valentine’s Day, you may
want to reconsider and here’s why …
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1. You share the same financial
goals.
5 Reasons To Fall In Love With Your Financial Advisor
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Whether the topic of conversation is on your personal finances or your business’s financial wellbeing, your financial advisor genuinely cares
about your current and future economic security. That’s why they are always looking for ways to save you money – not just during tax season,
all year long.
Read Don’t Miss Your Chance to Secure Tax-Free Wealth
to learn about five tax savings strategies you may have missed.
5 Reasons To Fall In Love With Your Financial Advisor
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2. They are not afraid to ask for help.
5 Reasons To Fall In Love With Your Financial Advisor
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Because they want your future to be financially sound, your financial advisor is not only happy to call in outside
reinforcements and other industry experts to weigh in on key financial decisions, they insist on it. It’s just not realistic for one person to have all the answers, especially in business matters,
which is why your financial advisor likely has a contact list full of bankers, lawyers, real estate brokers, city officials and many
other industry leaders and business experts.
Read Getting by with A Little Help from Your Friends
for tips to help you identify the right advisors to help you overcome your unique challenges.
5 Reasons To Fall In Love With Your Financial Advisor
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3. They have your back.
5 Reasons To Fall In Love With Your Financial Advisor
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From helping you identify ways to protect your business against fraud to helping you avoid spending more money than is necessary during
large negotiations; your financial advisor is always looking out for your best interest. Are you looking for ways to prevent occupational fraud in your business or do you need to know the true value of a property you are interested in purchasing? Either way, your financial advisor has the
expertise and experience needed to keep you from being taken advantage of.
Check out the articles Are Your Employees Skimming from the Top?
How to Make Your Building Work for You with a Cost Segregation Study for more insight into these topics.
5 Reasons To Fall In Love With Your Financial Advisor
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4. They always have good
advice.
5 Reasons To Fall In Love With Your Financial Advisor
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It should go without saying that your financial advisor has worked with their fair share of business owners. So, when it comes to
knowing the ins and outs of running a business, they have a lot of good advice and can give you some great insight into techniques that have worked as well as warning you about others that may have fallen short of meeting expectations. Your financial advisor may not always provide you with the answer you were looking for, but if you bring them into the conversation they will always
be there to give you the sound advice you need.
Listen to episode 18 of unsuitable on Rea Radio
to hear a veteran financial advisor talk about the positive psychology of having hard conversations.
5 Reasons To Fall In Love With Your Financial Advisor
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5. Help is always right around the corner.
5 Reasons To Fall In Love With Your Financial Advisor
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If you have a personal finance question or are in need of expert business advice,
email Rea & Associates to speak with one of our
expert financial advisors today.
5 Reasons To Fall In Love With Your Financial Advisor
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Rea & Associates, Inc. is a regional CPA and
consulting firm with more than 200 bright
professionals in 11 offices throughout Ohio. Since
1938, Rea has provided a wide range of accounting
services to businesses, individuals with means and those with dreams. Today, the firm is the go-
to resource for thousands of businesses and
individuals nationwide.
5 Reasons To Fall In Love With Your Financial Advisor
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For more information about Rea & Associates, call 614.889.8725 or visit www.reacpa.com.