Apr 08, 2019 · If a client chooses to work with an individual over a robo-advisor, a common choice for Millennials, it’s likely that they value relationships just as much as technology. Most older advisors I know believe that their firm’s brand is what drives clients to them. Quite frankly, it’s a crutch and a dangerous one. Oct 21, 2013 · Understand their business model "I'd urge you to seek out fee-only advisors and fee-only insurance agents. Both exist, although they are a very small percentage of the financial profession," said Steven Podnos, a certified financial planner in Merritt Island, Fla. "Ask how any advisor is paid, and if they are paid by anyone other than you, watch out!
Financial Consultant Territory: Sedona, AZ A Financial Consultant acts as a dedicated representative assigned to a specific branch (or multiple branches) to delive AVP Business Systems Analyst At LPL Financial we consider it our mission to take care of our advisors so they can take care of their client.