Contrary to popular belief, financial success is NOT a function of what financial services firm is chosen (Merrill Lynch, Edward Jones, LPL Financial, Ameriprise Financial etc.) or what investments vehicles (mutual funds, annuities, stocks, etc.) are utilized in the design, adoption and management of a portfolio. 

Instead, the most critical decision an individual / family faces when seeking to gain and maintain greater control with regard to their financial future is the financial professional (s) chosen, partnered with, so as to enhance the likelihood of achieving what is important, personally and financially.

After all, the questions, concerns and financial objectives of a an individual or family often extend well beyond that of simply investing.   

That said, all too often folks are attracted to the titles financial services firm bestow upon their financial advisors – Vice President, Senior Vice President or perhaps the coveted Senior Vice President of Wealth Management.

However, what benefits inure to the client for having chosen a Vice President vs. a Senior Vice President or a Senior Vice President vs. a Senior Vice President of Wealth Management?

How does “working” with a Vice President, Senior Vice President or Senior Vice President of Wealth Management enhance the likelihood of achieving what is truly important, personally and financially?

Truth be told, financial success IS a function of wisdom, insight, knowledge and experience – attributes that are evidenced by credentials such as Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA®) or perhaps Chartered Financial Consultant (ChFC®).

After all, and in the digital age, information is both cheap and abundant – wisdom, insight and knowledge on the other hand being far scarcer, far more valuable and far more critical to an individual and / or family seeking to gain and maintain greater control with regard to their financial future.

Learn more of the critical questions and answers for selecting a financial professional – visit ICG next.

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