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| Opportunities and Exposures: Services |
Team Building
Matt Oechsli
01/01/2005
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According to our research, high-net-worth investors are looking for a primary financial coordinator who:
- Proactively contacts clients when upcoming tax and other changes could impact their investment portfolio;
- Clearly reveals his or her fee structure;
- Clearly understands their goals and family situation when providing investment advice;
- Brings in appropriate experts to help with important financial decisions;
- Helps select the best asset mix for their investment portfolio;
- Helps create a formal financial plan;
- Helps coordinate and organize all financial documents;
- Provides a coordinated and integrated process for investment decision making.
If this list resonates with you, add any other items that are important to you and use it to determine whether any one of the financial professionals you currently use demonstrates the ability to meet these criteria. If so, that individual should become your primary financial coordinator, and the reason why is clear. Without an integrated and coordinated effort, wise portfolio and tax management is not going to just happen. If no one meets your criteria, it is time to find someone who can.Matt Oechsli is the author of Mastering High Net Worth Selling and president of the Oechsli Institute, a consulting firm.
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