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High-net-worth investors under the age of 45 are waiting until major life events such as buying a home to seek help from a financial advisor, and are more likely to find advisors on social media, according to a Dynasty Connect survey.
You'd think before they hand a large sum of money over to a financial advisor, wealthy investors would check out and interview a number of candidates to handle their life savings. However, a new study shows you'd be wrong. Consider working with a financial advisor for expert advice on managing assets and creating or updating a […] The post How Many Financial Advisors Do Wealthy Investors Meet Before Hiring One? You May Be Surprised appeared first on SmartReads by SmartAsset.
COVID-19 has Americans on the move. And that's an opportunity for advisors.