The 4 Factors That Matter in 2025:
- Trusted Referrals Still Rule
Friends, family, and professional networks remain one of the most reliable ways to find an advisor. According to a 2024 CFP Board survey, 67% of Americans say personal recommendations influence their decision when choosing an advisor.
- Transparency and Tailored Strategies
A great advisor in 2025 explains not just what they recommend, but why. They personalize strategies for your situation, leveraging technology but also applying human judgment. Transparency is no longer optional — it’s expected.
- Listening Beyond the Numbers
The best advisors don’t just crunch data; they listen to your life goals, career aspirations, and family priorities. As AI tools grow, the human advisor’s role in empathetic listening and personal connection is more important than ever.
- Shared Philosophy & Values
Do you and your advisor see money the same way? Whether it’s a focus on sustainability, legacy planning, or maximizing flexibility, working with an advisor who aligns with your vision is key to long-term success.
The right advisor doesn’t just help you manage your finances — they help you design your life. Ready to explore what that looks like in 2025? Let’s talk.
