Wealthy Investors Stage Revolt Against Advisors

In a recent article in the WSJ 81% of affluent investors were planning to take money away from their current advisor. An even larger number 86% plans to tell other investors to avoid their advisor.

With all the complexity and volatility in today’s financial markets, many investors are actively considering switching financial advisors. They’re unsure of what to do now with all of the decisions in today's uncertain political, economic and social environment. Are they well-positioned to stay with their current financial advisors or should they switch financial advisors? And if so, how can they find the right one?  

To help our new potential clients we now offer a valuable no obligation second-opinion service so that they can make informed decisions. In this service, we provide a second opinion where we take you through our discovery process to get very clear on where they are now and where they’d like to go.

We’ll examine any of the gaps that need to be filled and, if they’re in good shape with their current providers, we’ll let them know. Or if it’s more appropriate for us to work with them, we’ll begin that process.  We work only with clients for whom we can have a major impact. If they should consider switching financial advisors and we’re not a good fit, we’ll be happy to point them in the right direction for a financial advisor who can work with them more effectively.  

If you would like to get a second opinion on your financial advisor relationship with no obligation please contact me to schedule a discovery meeting.


Source: September 30, 2008 The Wall Street Journal-- Wealthy Investors Stage Revolt Against Advisors