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How did you meet your advisor?

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“At a seminar. We got some mail that invited us to a retirement seminar. Our advisor spoke about how he could take care of our money and help us outlive it. He went into more details than that, but it’s where we met.”
Ashley W., 62
Boulder, Colo.

“Through a good friend of mine. She had been with the same advisor for 10 years and told us about the good job he was doing.”
Janet T., 69
Denver, Colo.

“Through word-of-mouth. We’ve got a big family and anytime we find something that works, we pass the word around. My baby sister had a real good advisor and so we now all use him.”
Deb S., 81
Dallas, Texas

I met my advisor at one of those eat-and-greet seminars. My wife and I were contacted about a financial meeting and decided to check it out. We’re both retired and don’t mind checking out freebies.”
Don B., 72
Glendale, Calif.


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