By Jonathan Heagle, CFA®
Most financial advisors begin their career working at a broker-dealer, cold-calling leads, and pitching their products. To survive in the industry, let alone be successful, the ability to attract clients is the single most important characteristic of a young advisor. This is unfortunate, because expertise and the quality of client service are of secondary importance. As an outsider to the private wealth industry, I saw the various contradictions and conflicts of interest that are pervasive. I thought that there must be a better way. This ultimately led to the creation of Mountain Vista Wealth Management, where the focus is on competence and serving the clients’ needs first.
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