This month we will continue a topic we initiated last month where we explored the concept of being a “Trusted Advisor”. In our opinion all advisors should strive to be Trusted Advisors. But how do you know when you’ve accomplished that? How do you know when you’ve “arrived”? We explore these topics and others including:
- What does it mean to be a Trusted Advisor?
- What do you have to do to become a trusted advisor?
- What does it take for clients to give you 100% of their assets to manage?
- How many clients can a Trusted Advisor serve?
- What are the benefits of being a Trusted Advisor inside a bank or credit union?
Our guests include:
- Matt Griffin – Financial Advisor/Manager director- Steward Concepts (Matt manages 100% of almost all his clients investable assets.)
- Rob Cosentino – Wealth Consultant – Webster Investments
- Dan Pellegrino – Sales Manager Webster Investments
The opinions voiced in this podcast are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
Securities and insurance offered through LPL or its affiliates are:
- Not Insured by FDIC or Any Other Government Agency
- Not Bank Guaranteed
- Not Bank Deposits or Obligations
- May Lose Value
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments.
Webster Bank, Webster Investments, and LPL Financial are not affiliated with any of the other referenced entities.