Broker Check

Practical Planning Tip: How to Choose a Financial Advisor? Are They A Thought Leader?

June 06, 2024

Today we will discuss why it’s important for the advisor to be a thought leader in the field of wealth management.

The ability to think creatively is what separates the best advisors from the rest of the industry. Many advisors send out generic, firm created literature or regurgitate what management instructs them to say. This may work for some investors, but not all. If you have a situation that is not run of the mill or you just don’t want to be put in the proverbial cookie cutter investment portfolios with tens of thousands of other clients, then it’s important to find an advisor who can think outside of the box.


Find out if the advisors you are interviewing publishes or speaks regularly. Take the time to read or listen to their content. This will help you understand their approach to wealth management. If you feel like this advisor’s content is directed to you specifically, then you may have found the person you are looking for.

You can WATCH the full video here.