After many years of experience, we at Concentus have come to believe that the best kind of advisor-client relationship must operate as a partnership, which we expect to last for a lifetime, or even over several generations. Because of this, we believe strongly that the most important aspect of your relationship with a financial advisor will be how well your personality, mindset, goals and expectations “fit” with the service model, philosophy and value proposition of the firm you select.
It is our belief that if such a “fit” does not exist, then the advisory relationship is destined to fail, regardless of the value created or investment performance delivered by the advisor.
You can read more on our blog post Should you Hire a Financial Advisor? Depends on your Mindset.
The Advisor “Right Fit” Scorecard
We prioritize the determination of “Fit” as the first and most important step in our potential advisory relationship, before moving on to a discussion of the specific planning advice and services you require.