ADVICE ONLY? Financial Advisors

About the Advice OnlyTM methodology: Utilizing a financial advisor's experience is practical for the widespread use of the Advice OnlyTM methodology. That experience happens to ALSO be what consumers want—hands-on experience working with a multitude of other clients.? However, to ensure an objective experience, advisors just needed a reliable process to root out any possible conflict—no financial "seed planting." Ultimately, though, a client should be able to work with ANY qualified solicitor THEY INDEPENDENTLY decide upon (if any). If an advisor has that experience, it's the client who independently chooses to pursue it unsolicited—just never during an Advice Only?? planning meeting. Excluding advisors simply because they have existing experience makes the process unusable by 99.99% of all advisors. And in the end, does excluding people actually work? We are where we are in financial services, and we need a usable solution that ANY advisor can use and that ALL clients can rely upon to ensure an objective experience. We think we got it right. Furthermore, in today's world, it is critical to understand that for us, no outside forms of compensation are permitted when a client is being introduced or is going through the Advice OnlyTM planning process. Just invoiced payments paid by clients. That means no referral fees are paid or received from Advice Only clients, no data sharing or selling, no affiliate links, or compensation of any other form. https://lnkd.in/gz9v9-zq

Will my instructor be my advisor? That’s the idea! Our courses are written by practicing financial advisors. We find clients prefer planning with their instructors versus being referred out to someone else. Content participation is a requirement as an Advice OnlyTM advisor. https://lnkd.in/gz9v9-zq #AdviceOnly #FAQs

Do you "qualify" based on assets??No. Maximizing objectivity and offering equal access generally means NOT initially collecting certain financial information until an agreement is in place. That way, clients know who they are or what they have will not be a consideration in the cost or services. https://lnkd.in/gz9v9-zq #AdviceOnly #FAQs

Open-mindedness: Willingness to consider new ideas and perspectives, even if they differ from your own. #AdviceOnly #OurMerits

Humility: Having a modest view of personal importance. Acknowledgment of what others have to offer. Freedom from arrogance. #AdviceOnly #OurMerits

How does your app respect my privacy? Our app service does not SELL your information. We also do not SHARE your information unless necessary to service your account and comply with law. Specifically, we do not participate in affiliate programs, we do not solicit referrals from Advice Only? users, and we do not accept non-monetary forms of compensation from third parties. Note: Advisor-instructors who form our network, follow our methodology and write our content. They also independently provide personalized advice solely upon a user’s independent request. These separate businesses have individual privacy policies, third-party processors, and disclosure statements as required by law. https://lnkd.in/gz9v9-zq #AdviceOnly #FAQs

Objectivity: Presenting verifiable facts without influence from personal biases or feelings. Lacking favoritism. #AdviceOnly #OurMerits

Creativity: The generation of original ideas and solutions to problems. Thinking outside the box. hashtag #AdviceOnly #OurMerits

Do you offer a free consultation? FREE consultations are discouraged as they often promote client qualification and solicitor referrals. On the other hand, PAID consultations provide immediate advice, offer clients a genuine first impression, and are under an advisory agreement. #AdviceOnly #FAQs

Balance: Attempt to maintain harmony between opposing forces or influences. A sense of equilibrium. #AdviceOnly #OurMerits