Clients want to hire advisors who can provide value. In most cases, the value that clients seek is in the form of out-performing the markets. Once the advisor underperforms, they are often deemed useless and fired. Since nobody has a crystal ball, advisors must differentiate themselves by providing unique services to their clients. What other roles can an advisor play? Read the attached article to see how versatile the advisor role can be.
Click here to view the PDF article.
We invite you to discuss your investment strategy, and financial goals with us. To do so, please contact Michelle at 905-771-5200 ext. 223 or email [email protected] to book a complimentary meeting with one of our financial planners.
Associate Financial Advisor,
Business Development Manager
Assante Capital Management Ltd.