Ep 53: What Should Your Adviser Do For You?
In this episode of Ms Moneypennies Jill and Kelly-Anne answer a listener question: what should a financial advisor actually do for me? They break down the real role of an advisor beyond products and paperwork, showing how advice should be built around goals, risk, reviews, and clear communication.The conversation also makes the case for ongoing relationship-based advice. Jill and Kelly-Anne explain why good advice is about listening, planning, adjusting, and keeping clients calm when life or markets change.
Key topics
In this episode, they explain that a good financial advisor should start by…
The skinny
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