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September 01, 2009 at 08:00 PM
“The thing I like about my advisor is she doesn’t push products. Once a year, we sit down and talk about where we are with our investments, how we did the past year and what changes if any we want to make. It’s a really good relationship where she’s not pushy about it. I don’t like pushy.”
Rory B., 72, Denver, Colo.
“It’s a trust factor. I think my advisor and I have a real two-way street relationship. I can look him in the eye and he can look me in the eye and we both understand that we do what we say and say what we do.”
Don M., 72 Birmingham, Ala.
