How to create an accretive relationship with your Financial Advisor
In my nearly 25 years in the business, including my tenure as President at AGF Mutual Funds and senior executive positions at Canadian and American brokerage firms, I've seen firsthand the great things that can happen when an Investor and a Financial Advisor have a great relationship.
When they share a similar investment philosophy, communication style and personality, an “accretive” relationship is forged. One in which the sum is greater than the parts. One that in coming together produces more — one where 1 + 1 = 3. One that adds value immediately and over time. One that, in all likelihood, leads to better results.
That’s why I founded Accretive Investor: to give people the tools, confidence and disciplined approach they need to create a more productive, accretive relationship with their Advisor.
The buttons below represent the results. Following our four-part “Accretive Approach” will give you everything you need to create a more successful financial relationship between you and your Advisor.
Randy Ambrosie
Founder & CEO, Accretive
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Discover your Investor Blueprint™
The first step is to gain a comprehensive understanding of who you are as an Investor (know thyself!). It isn’t enough to determine if you are conservative or aggressive in your approach to investments. Find out what really makes you tick as an Investor.
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Recognize Advisor excellence
The second step is to have a rock solid understanding and a system to evaluate whether or not an Advisor “has the goods” to deliver for you. Do you know how to recognize a great Advisor when you see one?
Learn how to recognize Advisor excellence with Accretive Elite™ »
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Find and choose the right Financial Advisor
The third step is to help you find Advisors that are just right for you. Having the right Financial Advisor is one of the most important decisions you can make.
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Be a great Investor
The final step is to give you information and guidance on the best way to carry on an “accretive” relationship with your Financial Advisor.
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