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(Video) What Do Financial Advisors Actually Do?! #101 Asset-Map

August 05, 2020
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Today we get into another great value-add provided by Financial Advisors. #101, @Asset-Map.  Whether someone is just getting started with financial planning, or they are very experienced with high net-worth, Asset-Map is a great way to get everything onto one page and make it simple.  The simplicity is what we love! ...and so do our clients! In this video, part 1 of 2, we get into who the clients are using for other services; Who prepares their taxes?  Who is their attorney?  Who is their insurance professional?    This allows the advisor to work cohesively with those people, and also make sure that our clients have these items taken care of and updated.  If they do not (which is common!), we are happy to introduce professionals that can help.   That is it for today. Make it a great day! 


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This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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