What Makes a Great Financial Advisor?

A great advisor is a family advocate. You aren't just managing money; you are managing a legacy. This means looking at the interdependencies between parents, children, and business interests. You are the "CFO of the Family," the person who ensures that if something happens to the primary breadwinner, the rest of the team knows exactly where the "treasure" is buried and how to access it. The best advisors ask about the people on the household map with the same care they give to the assets. Because in a crisis, it's never really about the money.

‍