#10: What Separates a Great Financial Advisor from an Average One in Retirement Planning?

You might not be unhappy with your current financial situation, but there is a difference between "fine" and truly confident. Many people approaching retirement sense they could be getting more from their planning relationship but are not sure what that looks like.In this episode, Jaime Cowper, a financial advisor with over 20 years of experience, shares a story about a couple who switched advisors not because anything was wrong, but because they wanted the kind of retirement confidence they kept witnessing in others. Jaime explores what it means to build peace of mind on purpose through clear communication, consistent reviews, and a retirement plan that actually makes you feel secure. If you are a pre-retiree wondering whether your current plan is truly serving you, this one was made for you.Chapters: (00:00) Introduction(00:27) The Best Client Jaime Ever Got(01:02) How the Client Found Her Office(02:16) Why They Left a 10 Year Advisor(02:40) What Client Confidence Looks Like(03:02) Why Jaime Started This ShowTo schedule a time to discuss your financial future visit https://www.unityfinancialadvisors.net/contact-us or call (248) 885-8176 today!Connect with Jaime on Social MediaLinkedIn: https://www.linkedin.com/in/jaimecowperInstagram: https://www.instagram.com/jaime.cowperFacebook: https://www.facebook.com/unityfinancialInvestment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Unity Financial Advisors. Unity Financial Advisors is a separate and unaffiliated entity from Advisory Alpha. While tax and legal issues may be discussed in the general course of financial and investment planning, Advisory Alpha does not provide tax or legal services. Jaime Cowper is an investment advisor representative of Advisory Alpha, LLC, a SEC registered investment advisor. All opinions expressed by Jaime Cowper are solely her own opinions and do not reflect the opinions of Advisory Alpha, LLC, and as such, any and all statements of purported or observed general practices of non-affiliated firms and advisors; conditions of the broad financial services industry; or performance or returns with regards to products, securities, markets, or otherwise, whether or not advisor indicates they may be relying on third-party data or sources, are solely the opinions and/or interpretations of the advisor and are not intended to be offered as factual. The validity of these statements has not been verified, and as such, no representations of their validity are made. This recording is for informational purposes only and should not be relied upon for investment decisions. This material is not endorsed or approved by the Social Security Office or any other Government Agency. An Annuity is a long-term financial product designed largely for asset accumulation and retirement needs. All guarantees are backed by the claims-paying ability of the issuing insurance company.