two clients sitting with and talking about finances with their advisor

Simple Checklist for Choosing to Work with a Fiduciary Advisor or a Suitable Salesperson

We work with our clients as a trusted fiduciary advisor.

Who are the clients we work with best? 

Below we provide 2 sets of descriptions of clients who might work well with us – along with those that might be better served elsewhere.

Choose a Trusted Fiduciary Advisor if you care about these issues:

  • You need help but don’t know what to do.
  • You want someone to be there to give advice, implement, and make adjustments well after your first meeting.
  • You value a relationship where the advisor cares about you first and foremost.
  • You are willing to invest in a strategic relationship.
  • You are open to having “heart to heart” conversations and making adjustments.

 

To be fair, there might be certain clients who might benefit from working with a broker held merely to a standard of product suitability.  As mentioned before, such a relationship is more like working with a product salesperson.

 

Choose a Salesperson if these issues concern you most:

  • You are confident you know the specific product you want to purchase.
  • You know how to use the product and need no one else’s help.
  • You see no need for further “service” beyond when you make a purchase.
  • “Good deal” to you means lowest price, not a relationship of meaningful value.
  • Not ready to make other serious changes to achieve your goals.

 

Schedule appointment

 

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