Is Your Financial Advisor Making A Difference?
There is clear evidence the role of the financial advisor is rapidly changing. New technology, regulatory pressure, increased competition and a flood of new retirees are just some of the dynamics forcing advisors to adapt their approach for clients like you. Advisors can’t prescribe a cookie-cutter approach or push the latest product and expect to truly add value to you and your family, especially during your retirement years.
Find out more about how to determine whether your advisor offers the retirement-specific knowledge you need.