25 Reasons Investors Leave their Current Approach and Hire Linden Thomas & Company
- Unaware of the real costs of investment products
- Lack of transparency by the advisor on costs
- Disappointed in pooled investment products
- Failed results
- Advisor lacks the team and technology to support client needs
- Minimal financial planning offered
- Investment advisor wears too many hats
- Poor portfolio construction
- Negligent or unresponsive advisor or firm
- Prefers a private portfolio instead of pooled mutual funds
- Advisor has conflicting interests in selling products
- Tired of undelivered promises
- Poor risk management
- Concerned about advisor's commitment to the industry
- Can't see the benefit of advisor costs
- Advisor doesn't have a team of professionals
- Uncertain about how to create tax efficiency
- Uncertain of real results
- Would prefer individual bonds over bond funds
- Uncertain of advisor real results
- Advisor potential age and a backup plan
- Cookie-cutter portfolios
- Advisor and fund costs prove to be expensive with no real value-added
- Advisor changes firms too often
- The investor wants a fresh perspective