The value provided by a financial advisor is much greater than what shows up on a quarterly investment report. The trouble with trying to measure a financial advisor’s value is it’s not easy to measure and it’s also not necessarily easy for clients to identify.
I asked my good friend Adam Cmejla to join me for a conversation about what value he sees himself bringing to his clients. Adam is one of my closest advisor friends and I always enjoy when I get a chance to talk with him…I wish we would have had the cameras rolling before we started the episode.
If you’re an advisor and will be passing through the Indianapolis area, hit me up on Twitter and I’d love to have you swing by for another episode of Talkin’ Shop!
Integrated Planning and Wealth Management, LLC.
Disclaimer: Nothing on this blog should be considered advice, or recommendations. If you have questions pertaining to your individual situation you should consult your financial advisor. For all of the disclaimers, please see my disclaimers page.
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