A great financial relationship between an investor and his/her advisor is the foundation for building financial security —but how is that relationship first created and subsequently maintained?
Finding the right advisor isn’t a simple task and until now, investors had few of the tools and insights necessary to find the right advisor for them and to build an enduring relationship. |
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I believe that great client relationships are built around something more than simple “satisfaction”.
When I share a similar investment philosophy, communication style and personality with my clients, an “accretive” relationship is forged. One in which the sum is greater than the parts — one that adds value immediately and over time — one that, in all likelihood, leads to better results. |
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As an industry first, Accretive Advisor has created a measure of excellence that helps investors differentiate between average and exceptional financial advisors.
We call this benchmark Accretive Elite™.
The Accretive Elite Advisor ProgramTM validates, distinguishes and promotes the best financial advisors in the country to investors. Our program recognizes advisors for their practice discipline and service excellence. |