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What are we looking for in an advisor?

Picture representing general FAQs

Introduction

We are looking for meaningful, actionable insights, and guidance from our advisors that:

  • Validates and/or supplements the client's thinking
  • Suggests new perspectives
  • Directs clients on making achievable changes
  • Upgrades client's understanding and knowledge
  • Reveals blind spots in the client's reasoning, knowledge, and immediate objectives
  • Demonstrates your ability to communicate clearly, constructively, and professionally

 

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