Is Your Advisor Product-Focused or Vision-Focused?
How can you tell if a financial professional is a product vendor or a life-plan steward? It all comes down to their process and long-term service model. This short gives you three constitutional questions to ask in your very first meeting to reveal an advisor's true philosophy.
🎯 THREE CONSTITUTIONAL QUESTIONS TO ASK:
First Meeting: Does their process start with your vision (Constitutional) or with your problems and products (Traditional)?
Risk Management: Do they present a full toolkit of options (avoid, reduce, accept, transfer) or default to a product-based solution?
Long-Term Relationship: Is their model built for a long-term stewardship relationship with regular strategic reviews, or is it a one-time transaction?
An advisor's answers to these questions are the truest indicators of their philosophy. These questions are designed to move beyond the sales pitch.
Get Your Free Advisor Due Diligence Kit!
Download our complete kit for these questions and more, so you can confidently choose a partner who aligns with your long-term vision. https://www.safesimplesound.com/guide-the-advisor-due-diligence-kit/