You Prefer Working With a Financial Representative
Almost half of Enthusiastic Investors are already working with a financial representative. If that includes you, you’re probably leaning on them for guidance after you’ve already done the research and chosen a product. You just need someone to bounce the idea off of and work through the transaction. Although you make the decisions and know what’s best for you, you still appreciate the flexibility to ask a question or two about products. Speaking of products, you don't believe that all financial products are the same, so you spend time researching the right ones for your future needs.