Broker Check

Practical Planning Tip: How to Choose a Financial Advisor? Does Access Matter?

May 31, 2024

Today we will discuss why Gaining “access” to investments is NOT special: Gone are the days where you needed to hire a professional with connections to gain “access” to certain investment opportunities. For the most part, the investment landscape is now democratized and it’s possible for investors to gain exposure to a whole variety of investment opportunities globally. Sure, there may still be more boutique strategies that are exclusive. However, these are typically sold on hype rather than merit and aren’t appropriate for the overwhelming majority of investors. It’s far better to work with someone who has a disciplined process to manage your wealth, rather than offering you special opportunities that others can’t get.


You can WATCH the full video here.