Orion’s Post

🚨 Investor Insights: What Investors Are Really Thinking “At what point does hiring a financial advisor make sense?” That’s the title of a recent Reddit post — and the question so many investors are asking. This one came from a self-directed investor managing index funds and IRAs. An advisor once told them: “You don’t need me yet.” Now they’re wondering — when is the right time? The answers online? All over the place. 📌 “Never — just stay in VTI and chill.” 📌 “You’ll know when your finances get complicated.” 📌 “Honestly, when you start feeling overwhelmed.” 💬 Advisors, here’s your opening: - Clarify what makes advice valuable — and when. - Share the real impact you’ve had beyond managing assets. - Explain how good advice isn’t just about now — it’s about what’s next. Some investors are wondering if they’re ready for an advisor. The best advisors are already having that conversation. #InvestorInsights