7 Signs of a Trusted Advisor

3ethos founding partner Real Admiral Steve Branham, USCG (retired) published an article for Napa-net.org on seven aspects of a trusted financial advisor.

A trusted advisor can be an invaluable multiplier of your decision making process. A trusted advisor can keep you focused on your sense of purpose and unlock additional potential in you; help you to identify and focus on a vision when you don’t have one, and give you courage to pursue it when you do; simplify a complicated scenario; and make you “walk the line” when you are about to make a bad decision, particularly when your character could be questioned.

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#fiduciary #stevebranham #financialadvisor #behavioralgovernance #bgsadvisor

3ethos: 7 Signs You’re a Great Fiduciary

It’s simple: Being a great fiduciary is a lot like being a great decision-maker. What matters most to the DOL and the courts is that a fiduciary is able to show the details of the decision-making processes, and that that process is:

• in the best interests of participants;

• inclusive of genuinely accepted investment management theory; and

• reflective of industry best practices. 

So, what are the 7 signs you’re a great fiduciary? 

Link to article

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#fiduciary #dontrone #marylouwattman #stevebranham