Thursday, August 30, 2007

You want this from your advisor, right?

First, we seek to understand our client's situation. Then, we strive to apply the right tools, in the right way, and at the right time to that situation. This puts our clients in a position to make informed decisions.

Even when a businessperson is very knowledgeable, s/he may not remember, or maybe never fully understood a concept, or may not recognize when something applies. The advisor brings expertise to the matter, isn't distracted by emotional involvement, has a fresh set of eyes, and possesses objectivity. Being equipped with these skills provides an opinion that helps the client to evaluate the situation again, and make a decision that is likely to be better than acting alone.

Everyone would agree that a professional golfer knows how to use all the clubs in the bag. Yet, the professional golfer still considers the advice of the caddie in deciding which club to use and how to play the ball. Why should it be any different for anyone else regardless of their pursuits?