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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Importance of Having Multiple Professional Eyes on Your Advice

It certainly helps me sleep better at night I mean I read this book by Mark Tiberge and years ago called Practice Made Perfect. The number one way that he feels the primary reason a RIA will go down in flames will be over a client's money leaving without the client's knowledge fraud right? It does help me sleep at night knowing that the advisors are are overlooking each other also in the client's tax advice and everything whether it's Roth conversions and all that to me it seems so basicYeah but again I'm steel sharpened steel like let's have good constructive conversations and make sure that we're getting to the best outcome or recommendation or decisions.

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