One of the classic objections is the classic objection “I don’t want to put all my eggs in one basket” – they want to diversify not only assets, but also advisors.
Utilizing a number of independent, autonomous and unrelated financial advisors managing pieces of my financial life is fraught with risk. There are two ways to build a portfolio: the first is to get investment ideas and recommendations from a wide variety of institutions and advisors, invest in the ones you like and discard the ones you don’t; instead of building a portfolio, you will build a hodgepodge. The second option is to work with an exceptional advisory team that understands you, your family and your business, so that all of their recommendations work synergistically to get your financial objectives with the greatest amount of certainty and the least amount of risk necessary to achieve those objectives.
Please review the Compelling Conversations Guidebook, and explore the additional content and resources in this series.