Advisor relationships

What kind of relationship do you have with your financial planner?

Relationships come in all forms these days. With social media, working remotely, and online dating options, it’s easy for someone to say they have a ‘relationship’ with you. How many of these people have you actually met? As in, had an actual conversation with? It’s fine if the conversation has been over the phone, Face Time, or in person. The point is, you’re actually getting to know them beyond the easy “it’s so hot out today, isn’t?” To have a meaningful relationship with someone means that you actually care how they are doing, what drives them every day, and most of all, what makes them smile.