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Six Cs

A Consultative Financial Advisor

Submitted by Bernhardt Wealth Management on January 28th, 2013

There are a variety of characteristics a successful client-advisor relationship should have. Chief among them is that the relationship must be consultative. In my practice that involves much more than simply working together with clients in an open and honest partnership to meet their goals.

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  • Financial Advisor
  • Six Cs
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Know How Your Advisor Gets Paid

Submitted by Bernhardt Wealth Management on December 17th, 2012

Know what you are paying for and know how your advisor gets paid.

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  • Financial Advisor
  • Six Cs
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What Makes a Competent Advisor?

Submitted by Bernhardt Wealth Management on November 26th, 2012

A trusted competent advisor must provide the knowledge and insight necessary to chart an investment course for his clients – as well as the discipline necessary to keep them invested when markets get choppy. Moving away from the nautical metaphors I recently heard an advisor’s role compared to a pedestrian bridge over an eight-lane highway.

Tags:
  • Behavioral Finance
  • Financial Advisor
  • Six Cs
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Caring — One of the Six Cs

Submitted by Bernhardt Wealth Management on October 28th, 2012

Theodore Roosevelt once said “Nobody cares about how much you know until they know how much you care.” That old adage has become almost a customer service cliché but nowhere does our 26th president’s advice ring more true than in the financial planning profession.

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  • Financial Advisor
  • Financial Planning
  • Six Cs
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Can You Talk to Your Advisor?

Submitted by Bernhardt Wealth Management on September 23rd, 2012

Maybe you’ve seen those speed dating commercials where it’s clear in 30 seconds that the couple doesn’t click and it’s time for them to move on and keep searching for love. Chemistry is important with your financial advisor too. Let’s face it you have to be comfortable enough with your advisor to share your hopes and dreams — as well as your fears.

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  • Financial Advisor
  • Six Cs
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What Makes a Great Financial Advisor?

Submitted by Bernhardt Wealth Management on August 26th, 2012

I have a one-word answer to that question: An advisor must be trustworthy.

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  • Financial Advisor
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