While dropping my son of at school for his last time in Kindergarten it dawned on me just how much he learned and grew over the past year. I realized that his teachers were incredible facilitators that brought out the best in him. This reminded me a lot of the financial advisory industry…but you need to have the right financial advice partners.
You see people either have advisors who empower them and accelerate their growth – what we call Wealth Facilitators. Or they have Wealth Facili-takers – those that extract value and hamper their client’s financial life goals.
You see most people don’t know what they have – a Wealth Facilitator or Wealth Facili-taker. Most people admitted to needing help determining if their financial advisor looks out for their best interest or not.