Please Note:  Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.

I’ve been working remotely with clients for years.

A natural evolution, I found it to be both cost-effective and time-efficient but also ideal for my clients. The pandemic accelerated the trend where advisers work with clients remotely.  I believe it’s here to stay.

Uh John, what is a “remote advisor”? 

Simply put it’s an advisor that doesn’t live where you live.   Zoom didn’t invent the virtual meeting but they made it relevant, even preferred, and the pandemic only accelerated it’s adoption.

While it’s immediately obvious that remote advisors can increase convenience, there are two major reasons why working with a remote advisor will remain long after the pandemic is gone:

1. It’s more cost-effective 
2. You can work with a specialist

First, remote advisors save you money.

Let’s assume you drive to your advisor’s office….it’s likely in a nice building in a pricey location with a receptionist to greet you, take your coat and offer a beverage, and, then, lead you to a well-appointed conference room.  

What they don’t do is hand you the bill for all of it.  But they should.  Because you’re paying for it.

In the 2000’s, when I started at UBS, the firm took $.60 of every $1 a client paid for my services: Class A midtown office space, glass offices, expensive furnishings and a gaggle of “vice presidents” throughout the organization.

None of it tangibly benefited the client.  

A well managed remote advisor has lower expenses. Most will pass along those savings to their clients. I know I do.

Second, you can hire an advisor that specializes in clients like you.

With over one-hundred and fifty-thousand “financial advisors” in the United States your choice of advisors are endless. No longer limited by geography, working remotely means you can find and work with a specialist.

If you needed heart surgery, you wouldn’t seek a general practitioner, you’d want a cardiologist! 

But don’t worry, it’s easy to narrow down your choices when you have specific needs.

Are you a newly minted graduate needing help with your debt and savings strategies?

Find a specialist!

Are you a young couple with dual incomes, a new home, and young children but want to save for college and retirement? 

Find a specialist!

Are you less than 10 years from retirement and want to maximize your retirement income and minimize your retirement risk?

Find a specialist!

Don’t settle for the advisor down the street, focus on finding someone that’s right for you!

Looking for an advisor that specializes in retirement? Click here to schedule an introductory call

Please Note:  Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.

According to the Bureau of Labor Statistics (2016 data), there are over 270,000 financial advisors in the US. That number alone can be overwhelming. As we discussed in previous posts, each has their own custom approach and set of services they provide to clients.  

Retirement is confusing enough.

Now I need to choose from 270,000 “financial advisors”?

Now if you’re reading this post… it’s clear… you want to move past the confusion and you want help with your retirement planning and investment management.

Good news.  Help is near.

Because you know, there are questions you’ll want to answer and things you’ll have to do before you confidently retire.

So yeah John, I do/may want help so help me out here… you just told me there are 270,000 advisors in the US…

How do I know what type of advisor to hire as I prepare for retirement?

Great question, that’s why I created this report on How To Choose a Retirement Advisor. 

I’ve narrowed it down to three types of advisors to help you in retirement.  

Then, I give you the 5 Key Questions you need to ask yourself about an advisor before you start working with them.

I’ve also included my critical warning signs that you shouldn’t work with a particular advisor. 

So, if you’re asking yourself questions about your retirement like…

• When can I afford to retire?
• When should I take social security?
• Should I pay off my house?
• What do I do with my 401k/IRA in retirement?

…then you should be talking to an advisor about your retirement.

This guide is your first step in choosing the right expert to help you answer those questions and let you retire with confidence.

​Download the Free How to Choose a Retirement Advisor now.

Please Note:  Speak to your tax, legal or financial advisor for specific advice about your particular plans and situation.