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What makes a good fiduciary?

Remind clients of what you do and can do for them!

This experience teaches all of us that client relationships, no matter how strong they might appear, are better protected when an advisor follows a set of well-tested disciplines. We want to put you in a position where you never have to defend or justify your role or your fee, because it’s obvious to your clients how you are earning it.

Here’s a look at a few good reminders:

1. Have your house in order first!

You have to be able to lead yourself before you can lead your team. How do you encourage your team to take care of themselves?

2. Creating a thriving environment

Put your client first.  Do they see the difference you make in their lives?

It’s all well and good to stand for something, but it can’t be just words. You have to live it, not just believe in it. Do your clients experience the benefits of your vision?

4. Repeat after me

Policies ought to be written down, transparent and transferable. Make sure your services are reliable and scalable. Do you have a defined process, or are you just winging it?

Communicating with clients is about having meaningful, connected conversations, which should include the ones where you explain what differentiates you and makes you worth their investment. Again, do you remind them of the breadth and depth of your services.

A Smarter Way to Invest Market Summary 4-3-2020

A Smarter Way to Invest Market Summary 4-3-2020

MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager   The bull market ended just days after its 11th birthday. On March 9th, 2009 the S&P 500 closed at what would prove to be its low point in the wake of the Great Recession at...

A Smarter Way to Invest Market Summary 3-4-2020

A Smarter Way to Invest Market Summary 3-4-2020

MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager I bet you can’t guess what we’re going to discuss this month. Stock markets spent the first half of February gradually climbing toward new record highs, seemingly shrugging off the continued...

A Smarter Way to Invest Market Summary 2-5-20

A Smarter Way to Invest Market Summary 2-5-20

MARKET SUMMARY Provided By: Adam Blocki, CFA, CFP® - Senior Portfolio Manager Aside from two brief hiccups in the second half of the month, January saw most major equity indexes continue their march higher. Unfortunately, those two brief periods saw the S&P 500...

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