THIS VIDEO SHOULD NOT BE CONSTRUED AS A GUARANTEE OF CLIENT SATISFACTION OR ANY PARTICULAR OUTCOME. OUTCOMES AMONGST THE FIRM’S CLIENTS CAN AND WILL VARY. FINANCIAL PLANNING DOES NOT GUARANTEE THAT ALL CLIENT GOALS WILL BE ACHIEVED. A FINANCIAL ADVISER’S PROFESSIONAL STANDARD OF CONDUCT SHOULD NOT BE USED AS THE SOLE BASIS FOR EVALUATING WHETHER TO HIRE OR RETAIN AN ADVISER. THRIVE IS NEITHER A LAW FIRM NOR AN ACCOUNTING FIRM AND QUESTIONS REGARDING ESTATE PLANNING, TAXATION, AND SIMILAR LEGAL AND/OR ACCOUNTING TOPICS SHOULD BE ADDRESSED WITH THE CLIENT’S LEGAL AND/OR ACCOUNTING PROFESSIONALS. PAST PERFORMANCE DOES NOT GUARANTEE FUTURE RESULTS. ALL INVESTING COMES WITH RISK, INCLUDING RISK OF LOSS.
The financial advisory industry is broken …
- It’s hard to find someone to trust
- Difficult to justify the cost and unable to see the value
- Advisors are only for wealthy people
- I can do it myself
- The cost outweighed the benefit
- I was promised financial planning but sold an insurance or investment product
- The process was too complicated
- I rarely heard from my adviser
To learn more about our iThrive Life Planning Process™ check out our video below:
Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances and overall objectives. Neither personalized services nor the scope or nature of financial planning should be construed as guarantees of a particular outcome. Clients are free to accept or reject any planning recommendations provided by Thrive and may choose to implement accepted recommendations with the professional(s) of the client’s choosing. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.