If you have more time and energy, but your professional ability is weak.
In terms of choice, offline financial advisors are preferred, and then the Internet, because you can spend more time communicating with financial advisors. Offline financial consultants can give investors investment advice and strategies from a professional perspective, and accompany investors to grow up and participate together. In the choice of investment channels, banks, brokers and tripartite wealth platforms are given priority.
If you have more time and energy, and have strong professional ability and knowledge reserve.
Then you can choose the channel that is more convenient for you, giving priority to the Internet, and then the offline financial advisor. In terms of investment channels, it is more convenient to choose an independent sales organization with clear professional data. At the same time, these platforms are relatively lower in cost and more cost-effective.
If you don't have much time and energy, and your professional ability is weak.
Professional offline financial consultants may be more suitable for you, because offline financial consultants can provide consulting services, assist investors in disciplinary investment, and accompany them for a long time in the holding process, giving priority to banks, brokers and tripartite wealth platforms in investment channels.
If you don't have much time and energy, but you have strong professional ability.
In terms of investment appeal, we will pay more attention to the convenience of operation and the discipline of investment, so we will give priority to the Internet, followed by financial consultants, and choose online independent sales agencies, banks and brokers as investment channels.