What Makes a Proactive Partner
Nine red flags we look for before onboarding new clients.
Many folks in the market for a retirement planner think the vetting process is a one-way street. But for financial advisors with established practices, these important relationships must make sense for both sides.
Here are nine examples of individuals who are not a good fit for The Proactive Investor:
If you value our knowledge and experience, are looking for competent and caring advice and don’t fit any of the red flags above, chances are you’d make a great Proactive Partner! We’re ready to help guide you through the tricky maze of financial planning to help you arrive at the retirement finish line you’ve always envisioned.
Ready to take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend an orientation.