News

6 Questions To Ask Your Financial Advisor To Determine Their Value

Posted on July 30, 2020

New research and analysis from Carson Group Coaching  shows a huge divide between what clients want from financial advisors and what financial advisors are delivering. What clients named as most valuable isn’t shocking. Clients want fee transparency, a clear standard of care, financial planning, numerous interactions throughout the year and a willingness to educate from their advisor. This might sound simple, but a follow-up study showed that many advisors weren’t providing these elements to clients.

If you’re looking for a new advisor, or if you are currently working with one, consider what you find valuable in your advisor relationship? What characteristics help you feel more secure for retirement?

Your advisor should work for you, it’s time to find the best fit or find out if you’re receiving the most value you can. Ask any advisor these six questions to learn more about the value they provide.

Full Article on Forbes

Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

close-image

Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

close-image