Can we help you find an adviser?

Posted by TEBI on August 10, 2020

Can we help you find an adviser?

 

 

Robin writes:

 

I’m often asked, “Do I need an adviser when you provide so much information on The Evidence-Based Investor?”

My answer is always the same:

No, you don’t need one. You can manage on your own if you’re willing to put in the time and effort.

But you are far more likely to achieve your financial goals if you do have an adviser.

And managing your investment strategy is only a small part of what a good financial adviser or planner can do.

Good advice is worth paying for, and not just for the wealthy.

So, from now, we are trialling a new service called Find an Adviser.

Wherever they are in the world, we will put TEBI readers in contact with an adviser in their area (or at least in their country) who we know personally, who shares our evidence-based investment philosophy and who we feel is best able to help them. If we don’t know of anyone suitable we will say.

We’re charging advisers a small fee for each successful referral, which will help to fund future content.

For compliance reasons, I’m afraid this service is currently not available to readers in the United States.

 

If you’re whether or not to work with a financial adviser, you may find these videos helpful.

First of all, do you actually need an adviser?

 




 

Again, it’s important to remember that, for good financial advisers, investing is just one of their areas of expertise. Managing your investments is just one of several things you pay a financial adviser for.

That said, purely from an investment point of view, what are the main ways in which an adviser adds value? Essentially there are four.

 

Asset allocation

The first way in which a financial adviser adds value is in setting a suitable asset allocation.

 




 

Cost control

Another key role of an adviser is to keep a very tight control of your costs.

 




 

Maintenance

As well as keeping a close eye on how your investments are performing, there are several things a good adviser will do for you on an on-going basis.

 




 

Coaching

Perhaps the most important way of all in which an adviser can add value is through behavioural coaching.

 




 

CAN WE HELP?

So, would you like us to put you in touch with an evidence-based financial adviser? If so, click here.

 

 

 

How can tebi help you?