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Understanding the Dynamics Between Investment Advisors and Investors


Your investment advisor should be your teammate, not your opponent.

Today, Vince Esposito and Rob Isbitts explore the dynamics between investment advisors and investors, highlighting the benefits investors can enjoy from having a teammate relationship with their advisor.

In this episode, you’ll learn:

  • Why transparency is a critical aspect of being a teammate
  • The difference between an investment manager and holistic financial planner
  • Which questions you should be asking your investment advisor
  • How Vince’s and Rob’s specialized experience helps them manage money with more discernment
  • And more!

Tune in and learn how to make the most out of your relationship with your investment advisor!

Related: How to Keep up When the Markets Are Misbehaving

Related: Why We Should be Talking About Investment Preservation More

Resources:  Sungarden Investment Research | Dunham – Alternative Dividend Fund | Rob Isbitts’ Forbes Articles

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