This month we will continue a topic we initiated last month where we explored the concept of being a “Trusted Advisor”. In our opinion all advisors should strive to be Trusted Advisors. But how do you know when you’ve accomplished that? How do you know when you’ve “arrived”? We explore these topics and others including: What does it mean to be a Trusted Advisor? What do you have to do to become a trusted advisor? What does it take for clients to give you 100% of their assets to manage? How many clients can a Trusted Advisor serve? What are the benefits of being a Trusted Advisor inside a bank or credit union?

Our guests include: Matt Griffin – Financial Advisor/Manager director- Steward Concepts (Matt manages 100% of almost all his clients investable assets.) Rob Cosentino – Financial Advisor – Webster Investments Dan Pellegrino – Sales Manager Webster Investments