Peter Tuchman

I think you want to walk somebody through. You want to make sure you tell them what you want. Here's where I am today. Here's what I'm trying to accomplish. You want to go through those Cs that we talked about, make sure they're fiduciary, but you want to understand their investment philosophy. What type of investments are we going to buy to get me from here to there?

I think you want to walk somebody through. You want to make sure you tell them what you want. Here's where I am today. Here's what I'm trying to accomplish. You want to go through those Cs that we talked about, make sure they're fiduciary, but you want to understand their investment philosophy. What type of investments are we going to buy to get me from here to there?

If they talk about how they can beat the market or they're going to market time or you're going to pick the right stocks, probably not the right place to go. Those are antiquated approaches that lower the chance of you hitting your goals. I think understanding what other services do you have? Are you going to be able to give me tax advice, legal advice, insurance advice, planning advice?

If they talk about how they can beat the market or they're going to market time or you're going to pick the right stocks, probably not the right place to go. Those are antiquated approaches that lower the chance of you hitting your goals. I think understanding what other services do you have? Are you going to be able to give me tax advice, legal advice, insurance advice, planning advice?

If they talk about how they can beat the market or they're going to market time or you're going to pick the right stocks, probably not the right place to go. Those are antiquated approaches that lower the chance of you hitting your goals. I think understanding what other services do you have? Are you going to be able to give me tax advice, legal advice, insurance advice, planning advice?

And then is there a certified financial planner that's going to build a plan for you to get you from point A to point B? I is going to go a long way towards narrowing the field. There's 380,000 advisors. If you make sure that you do not have a broker, now we're down to 10%.

And then is there a certified financial planner that's going to build a plan for you to get you from point A to point B? I is going to go a long way towards narrowing the field. There's 380,000 advisors. If you make sure that you do not have a broker, now we're down to 10%.

And then is there a certified financial planner that's going to build a plan for you to get you from point A to point B? I is going to go a long way towards narrowing the field. There's 380,000 advisors. If you make sure that you do not have a broker, now we're down to 10%.

If we make sure we've got one that's got the scale to serve you that works with a lot of clients like you, you're probably going to get down to 1%. You start to go through these other questions, you can really get to the right person.

If we make sure we've got one that's got the scale to serve you that works with a lot of clients like you, you're probably going to get down to 1%. You start to go through these other questions, you can really get to the right person.

If we make sure we've got one that's got the scale to serve you that works with a lot of clients like you, you're probably going to get down to 1%. You start to go through these other questions, you can really get to the right person.

I think at least bringing your investment statements, right? So being able to say, here's how I'm invested today. I don't know that the first meeting with that advisor, you need to bring everything in the world. You need to bring your legal and your tax and so on.

I think at least bringing your investment statements, right? So being able to say, here's how I'm invested today. I don't know that the first meeting with that advisor, you need to bring everything in the world. You need to bring your legal and your tax and so on.

I think at least bringing your investment statements, right? So being able to say, here's how I'm invested today. I don't know that the first meeting with that advisor, you need to bring everything in the world. You need to bring your legal and your tax and so on.

But I think at least bringing your investment statements is going to be enough to create a dialogue about what you're doing and how they might approach things differently.

But I think at least bringing your investment statements is going to be enough to create a dialogue about what you're doing and how they might approach things differently.

But I think at least bringing your investment statements is going to be enough to create a dialogue about what you're doing and how they might approach things differently.

100% correct. The advisor needs to impress you. You do not need to worry about a thing.

100% correct. The advisor needs to impress you. You do not need to worry about a thing.

100% correct. The advisor needs to impress you. You do not need to worry about a thing.