What do you think an advisor's role is in a relationship with a client?

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Whatever it takes to get their money.

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And depends on how much of it they have. For 1mm+, I do whatever they need. Help them set up auto-bill pay, lease vs. buy, estate planning, colon cleansing, etc. For 250k (and no expectation of significant additions), investment management only.

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Client decides this; they define my role. However, if they want the full nine yards, then they have to be an active participant as well. Most of my clients don't want to actively participate and they simply get investment management."

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^ I do that for 50k and up!

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Advisors role is to keep the client on track and on task with their future goals.

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Educate them w/ critical information, so their decision is an easy one. Treat them the way you'd want to be treated, if the roles were reversed.

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