Here are 10 precepts that we believe professional advisors are doing now to best serve their clients.
- Full, comprehensive, financial plans
- Provide ongoing communication with clients
- The extra’s to make it a better experience and value added service
- Helping you manage qualitative and financial expectations
- Develop a ‘family index’
- Goals based approach: financial Management vs. financial wellness
- Review opportunities among alternative investments
- Re-visit your capacity to handle risk and capital sensitivity
- Understand Asset Protection Strategies
- Asking the question: Have you outgrown your current advisor and/or are you being under served?