In my experience, the number one reason that people leave their Advisor is a lack of relationship, where they feel Like just a number or that their Advisor doesn't care about them, Far too many Advisors in this industry are more interested in their commission and making the sale rather than doing what is in the best interest of their client and building a relationship of trust and mutual respect.
Over the years, I have established a solid base of incredibly great clients that I consider my friends. I am in a position that I no longer need to make a sale to survive which is so great because it takes away any pressure to make a sale. I am truly in this position where I'm able to recommend investment options and solutions that I believe are in my client's best interest and not because I need to make a sale that pays the highest commission. It is so liberating for me and so great for the client's I serve, to know they can trust my recommendations with little or no conflict of interest.
I became a financial advisor because I believed there is no better way to build personal wealth than by helping others build wealth and achieve their financial dreams and goals. Today I am proud to say that I bring incredible value to the table for my cLients. bringing a vast array of experience, knowledge and wisdom. I represent many institutional style money management firms that would be difficult, if not impossible, for my clients to obtain on their own, as well as representing nearly all the major annuity providers, life insurance providers, mutual fund companies and even a federal savings bank that pays top interest rates."
I also provide my clients with their own 'Personal Financial Website' that aggregates all of their financial accounts (investments, mortgages, loans, credit cards, bank accounts, etc), so they can track their Net Worth and progress towards their goals daily. This website also tracks spending, stores important documents and provides a living, breathing financial plan that updates automatically every night. Your 'Personal Financial Website' can be accessed on your PC, Tablet or Smart Phone mobile app to provide the answers you need wherever you are.
If you are looking for an Advisor that will care about you, that will bring incredible value and investment options, savings options and most of all, a great relationship, I would love to meet with you and see if we would be a great fit for each other.
