Hosted by: Holland Henderson Special guest: Chris Hammond

In this episode, we discuss how gaining access to investing in the stock market has changed over the years and how this access historically decided who could and could not invest. Today the quest for knowledge on investing has given rise to platforms where people can invest without an advisor. However, expertise and research are still vital to make healthy financial investments.

We cover lots of different topics regarding investing in the stock market and how relationships with money may dictate the decision on where and how to do so. Having an advisor to work with client’s relationships is beneficial for aligning a client’s needs with healthy financial planning.

In this episode we cover:

• How does the average investor view risk (2:35)
• Meet clients “where they are” regarding money and finances (5:40)
• Netflix horror story (8:05)
• Difference between an investor and a saver (10:50)
• Robin Hood platform and what it is used for (12:53)
• We are in the financial advice business (14:43)
• Auto increase of contribution has shown fantastic results (22:38)
• Difference between sports betting and investing in the stock market (26:35)
• An Investor vs a Speculator (30:00)
• Perpetually selling low and buy high is not a good plan for success (33:54)
• Benefits advisors bring to the table (34:43)
• The three building blocks of a financial advisor’s value proposition (38:50)
• Things that are currently encouraging in our field (40:38)

Links From the Show:

Allen & Company
Behavior Finance
Day Trade Dave
Dollar Cost Averaging
Risk & Reward
The Office
Unique Value Proposition

Connect with:

Holland Henderson – Financial Advisor at Allen & Company
Allen & Company – Holland Henderson
LinkedIn – Holland Henderson

Chris Hammond  -CFA®, Portfolio Manager at Allen & Company
Allen & Company – Chris Hammond
LinkedIn – Chris Hammond

The opinions voiced in this program are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult an appropriate qualified professional prior to making a decision.