What is it you expect from your Financial Advisor (even if YOU are your financial advisor)? How do you know when they (or you) are doing a good job?
An expert financial advisor is able to leverage skills and experience gained over many years in the profession with Client/Advisor Connectedness to provide a fabulous client experience and financial results to match. However, it may be challenging for a client to know if an advisor is actually doing a good job, since you might not have a sufficient understanding of finances or an informed expectation of the services you should be receiving. Although feeling connected is potentially a beneficial facilitator for achieving financial effectiveness through an advisor, it does not necessarily equal effective advising.
Here are some insights into how to measure your advisor (or yourself) to ensure your finances are well managed and planned to achieve your Life Goals, Hopes and Dreams. Let us help as you learn to make the MOST of your Financial Advisor relationship.