EPISODE · Apr 4, 2025 · 29 MIN
Episode 2: The Value of An Advisor
from The Sojourn Wealth Management Podcast · host Sojourn Wealth Management
In this episode, Jeff, Corey, and Andrew discuss the value of working with a financial advisor. Through reviewing various studies, investor behaviors, and client experiences, the team outlines the tangible impact an advisor has on a client's outcomes. If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sojourn Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.
What this episode covers
In this episode, Jeff, Corey, and Andrew discuss the value of working with a financial advisor. Through reviewing various studies, investor behaviors, and client experiences, the team outlines the tangible impact an advisor has on a client's outcomes. If you enjoyed the episode, please like and subscribe! Want to get to know the team? Visit their website at http://www.sojournwealthmanagement.com to get in touch today. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Sojourn Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS.
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Episode 2: The Value of An Advisor
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