Broker Check

10 Precepts Your Planner Should Focus on Now

Here are 10 precepts that we believe professional advisors are doing now to best serve their clients.

  1. Full, comprehensive, financial plans
  2. Provide ongoing communication with clients
  3. The extra’s to make it a better experience and value added service
  4. Helping you manage qualitative and financial expectations
  5. Develop a ‘family index’
  6. Goals based approach: financial Management vs. financial wellness
  7. Review opportunities among alternative investments
  8. Re-visit your capacity to handle risk and capital sensitivity
  9. Understand Asset Protection Strategies
  10. Asking the question: Have you outgrown your current advisor and/or are you being under served?