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The top 10 reasons someone actually seeks out (financial) advice

The top 10 reasons someone actually seeks out (financial) advice

| September 04, 2018

I thought this was a terrific graphic from one of my financial planning heroes Michael Kitces.

It also brings up one of our concerns when we meet with a potential new client.  We want our advice to stick so it makes a positive impact.  Nagging is part of the real world, but by using simple technology and process improvements we are striving to make our advice more effective and impactful.  

The whole article can be found by clicking on the image below if you are interested. 

Thanks for taking a look!


This article represents opinions of the authors and not those of their firm and are subject to change from time to time, and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment or legal strategy. The information contained here has been obtained from sources believed to be reliable but cannot be guaranteed for accuracy.