Whenever you're building a relationship with someone new, trust is a factor - especially if that new person on the farm is a financial or marketing advisor who is going to have access to your financial information. It's important to pay attention to why an advisor wants your business and their motivations for that, according to Dean Heffta, Director of Development at Water Street Solutions. Here he visits with Ken Rahjes from KRVN about the issue. It All Comes Down to Intent - Heffta AUDIO
For the text of the interview, click here: Hiring an Advisor - What is Their Intent?