The more you know about advisors the higher probability you will select and retain a high-quality professional who can help you achieve your financial goals.
The less you know about advisors the higher the probability you will select the advisor with the best personality and sales skills.
Why is this such a critical financial decision? It is because the advisor will influence or control your financial decisions and these decisions impact when you retire, how you live during retirement, and your financial security late in life when you need it the most.
What Matters Most?
Advisors may have great personalities, work for brand-name firms, and have exceptional sales skills. But, what do personalities, brand names, and sales skills have to do with the advisors’ competence and trustworthiness?
The answer is not much and that is why you should use the content on this one-of-a-kind website to learn more about financial advisors.
What matters most is the advisor’s credentials, ethics, business practices, and services, which are the focus of the content in About Advisors.
What About Control?
The more you know about financial advisors the higher the probability you will control the process you use to interview and select the best advisors.
The less you know about advisors the higher the probability they will use their sales skills to control your selection process.
Advisors want control of the information you will rely on to make this critical decision. You hear what they want you to hear.
Is There One Winner?
You and the advisor win if you select the best professional for the right reasons.
On the other hand, only the advisor wins if your selection decision is based on a free lunch and undocumented sales claims.
The content in this section of our website was selected to provide a limited amount of information on critical topics that impact the quality of financial advisors.
We can provide the facts, but you still have to use the information to select the best financial advisor.