Avoiding Bad Advisors

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Avoiding Bad Advisors

While it’s important for people to seek out and find “good” advisors to work with, it’s even more important for people to avoid working with what author Roccy DeFrancesco, JD, calls a “bad “advisor.

We see it all the time

When our firm brings on new clients, most of them have used other advisors in the past for one thing or another. When we review what advice clients have been given by other advisors, the majority of the time we know that they have worked with a bad advisor.

Many times the consequences of working with a bad advisor are financially devastating. We want to help people avoid doing just that.

Education opens eyes

Keeping Your Assets Out of Harms Way

The reason bad advisors can make a living is because most people don’t know that they are dealing with a bad advisor.

How to you determine if you are working with a bad advisor?

We are pleased to be able to give away for FREE Attorney DeFrancesco’s book Bad Advisors: How to Identify Them; How to Avoid Them.

Once you read this book you will know if you’ve ever worked with a bad advisor in the past, if you are currently working with a bad advisor, and how to avoid working with one in the future

Giving clients choices is also part of what we do. There may be several options for each client as no one strategy may completely fit.

How It Works?!

We all need a little help from our friends from time to time. Although we offer the one-stop convenience of an integrated range of legal, financial services under one roof, there are occasions when our clients need specialist advice beyond the scope of our own expertise.

When this situation does arise, we contact our elite network of Financial Experts to assist us in finding the optimal solutions.

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Bad Advisors

Creative Solutions

Our goal for each client is to bring all our recourses to bear in an effort to give time-tested solutions for today and beyond.

Professional Team

Our affiliates span the financial landscape. We want to always use client first solutions no matter where we need to turn.

Diverse Approach

We don’t believe in the sales culture, but instead we believe in the service culture. Our approach is to dig in and get to the core issues.

Our Approach

We always start with people. Business is driven by human behavior. We take a human-centered design approach to portfolios and wealth planning. Through observation, learning, and immersive research we are able to roadmap solutions that work for our clients.
This is where we bring the design a financial life for our clients. We go to great lengths to uncover and alleviate stumbling blocks that could interfere with successful implementation. Our 360-degree focus on customers and tech-agnostic approach allow us to develop flexible solutions that scale with business needs.
Papers, graphs, charts don’t amount to much without proper implementation. We take the time to carefully and thoughtfully see our plan put to work. The end goal is to have a wealth accumulation as well as a wealth preservation strategy.

To receive a copy of the book Bad Advisors, click here or if you prefer to give us a call, please feel free to do so by calling 888-547-1717.

Time to Think About Your Finances!

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