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Finding Your Trusted Advisors

By Lisë Stewart

“A consultant will just borrow your watch and then charge you to tell the time!” … “Attorneys and insurance salesmen are all alike – they confuse you and cost you!”

You may have heard these complaints and more. Unfortunately, stereotypes abound, sometimes preventing our use of much needed professional help. Most of our clients recognize that they need advice but they don’t know where to find it or how to tell if the potential advisor is truly an advocate or a parasite.

In fact, one of the most common questions we are asked is, “What should I look for in an advisor and how can I trust what they tell me?” Here are some ideas to consider.

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Filed Under: Articles, Resource Library Tagged With: Estate Planning, Financial Advisor, Finding an Advisor, Insurance, Organizational Development

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