“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.
“My younger brother is my advisor. I know anybody can rip you off, but we’re family. He wouldn’t be very
welcome at family reunions if he wasn’t putting all of us first. We have a big family, so that’s a lot of business for him.”
Mal T., 68 Santa Fe, New Mexico
“I actually had a falling out with my advisor. I don’t know if he wasn’t putting me first or not. We just didn’t see eye to eye on what we should be doing with my money. Now that I think about it, you could say he wasn’t putting me first if he wasn’t handling my assets the way I was asking him to.”
Cam D., 66 Minneapolis, Minn.