What My Son’s Kindergarten Teacher Taught Me About Financial Advice

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.