Latest / Pivot with Darryl Lyons
Beyond the Numbers: The True Value of a Financial Advisor
In this week's episode of Retire in Texas, Darryl Lyons, CEO and Co-Founder of PAX Financial Group, dives into the real value that financial advisors bring to the table - beyond just investment returns. Drawing insights from the latest Vanguard, Morningstar, and Michael Kitces studies, Darryl unpacks how advisors help clients navigate investment strategies, manage emotions, and create long-term financial sustainability.
Key highlights of the episode include:
• How financial advisors add measurable value beyond their fees, as confirmed by industry research.
• The importance of collaboration…
The skinny
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