June 24th, 2021

What clients want from their advisors can be difficult to pin down because their needs can be quite different. However, they have a lot in common when it comes to what they avoid. Investors don’t want their advisors to have multiple streams of income; products should be built on anything that’s not kickbacks. They want clear and transparent fees that they can see on paper (or electronically), so they can understand them. It’s a red flag if advisors claim exclusivity on an investment. They want to be reached out to as the primary interest. Finally, and most importantly, they want a customized plan. Generic one-size fits all investment can seem like kickbacks are in place, there is a lack of effort or a lack of understanding. They want a unique experience and a unique portfolio, not a cookie-cutter one. 




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