For the longest time my industry has been way too transaction-focused by either selling an insurance product or simply selecting investments for a fee.

This is now changing.

The graphic below does a great job illustrating the value of working with a “real” financial advisor.

The point is implementing insurance and managing an investment portfolio is only a small fraction of true advisor value.

The real value is found in defining client goals, creating a logical strategy, and having a trusted accountability partner.