The Litmus Test
All financial professionals deserve equal scrutiny. How do you decide?
Try One Simple Test!
- If the result of the relationship is all about them, (you’ll know by their questions), you’ve met a salesman!!
- If the result of the relationship is all about you, you’ve met your candidate.
- What keeps you up at night?
- What concerns do you carry around every or most days?
- What would provide you financial peace?
- What would make you feel in control?
Our Test For You
- We seek long-term relationships with clients. From our view, clients do not like “here today, never heard from again” advisors. True advisors seek similar clients.
- You must commit to collaborative reviews at least annually and more frequent updates if circumstances or financial conditions change.