Is a “local” or “distant” advisor preferred?

You may prefer local or distant advisor depending on your own needs and comfort. I was referred to work with someone in a mid-sized town who at first said, “why wouldn’t I use an advisor in my own town?” yet he became a devoted client and has introduced others to me as well. While his first assumption was to stay local, others may feel they can guard and enjoy more privacy with an advisor who isn’t in town. And to note, I support other advisory team members regardless of their location.


2019-03-18T14:41:30-04:00February 27th, 2019|