Many of the people I work with already have another advisor. They speak with me anyway because they aren’t sure their advisor is really doing all they can in the best interests of the client.
I am a Certified Financial Planner and a fiduciary unlike many other people who call themselves financial planners and advisors. Because I am is a fiduciary I have a legal I to put your interest first.
In other words, if I think it’s in your interest NOT to make any changes and not to business with me, I have a legal obligation to tell you that. That fiduciary responsibility gives a lot of peace of mind to people I meet with.