Sentences with phrase «of a trusted advisor instead»

Not exact matches

Instead, the technical and emotional guidance that only a trusted, human advisor (as opposed to robo - advisors, for instance) can offer to investors who are attempting to undertake the complex job of coordinating the accumulation, distribution and transfer of their wealth, is invaluable — particularly in an environment that is likely to deliver lower returns and higher volatility than investors have grown accustomed to recently.

At the Small Investor Protection Association (SIPA), we have seen a danger to investors in placing their trust and savings with sales people instead of advisors who have a fiduciary responsibility to act in their client's interests.

Instead of trusted advisors helping the powerful to remain responsible citizens, the alternative is a scribe paid to bullet - proof the client against liability all while holding others to their bargains.

Connecting the company to trusted advisors — mentors, accountants, lawyers — can help you learn from their mistakes and the mistakes of their clients, instead of having to make all of those mistakes on your own.