The Financial Advocate

What Drives People To Get Advice : Case Study


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Colin and Ryan discuss what drives people to get advice. What drives you to make a move? There are many factors that drive people to begin planning, listen to find out what Colin and Ryan see the most often. Sometimes life presents a problem that has to be solved right away and other times you just "decide" to see an attorney for estate planning, accountant for taxes, or financial planner. Maybe you saw a relative go through something horrible - whatever the reason - it is important to plan if you have the means to do so.

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The Financial AdvocateBy Colin Meeks

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