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October 3, 2014 - Blog

American Values and Financial Advisors

More than Money with Gene Dickison Answers:

“My husband and I listen to your radio show (nearly) every week.  We both enjoy learning more about ways to improve our financial positions.  We also enjoy hearing about you and the things you believe in – Christian values, family life, and conservative political views.  Do you think these beliefs make you a better financial advisor?”

It depends . . . on what you mean by ‘better’ financial advisor?

If by better you mean my investments do better than my competitors, my crystal ball is more clearly focused, my recommendations are always 100% correct . . . sadly, then, no – my values do not make me a better financial advisor.

If by better you mean I’m happy to serve my clients, happy to care about my clients, and happy to be a voice for American Values on radio, TV, in my writings, and on the internet . . .  then yes, my beliefs make me a far ‘better’ financial advisor.

I believe love of God, love of family, and love of America makes me a far better person and financial advisor than I would otherwise be.  I believe my clients have earned the right to be served by the very best advisor they can find.  While I am definitely ‘a work in progress’, I strive every day to be worthy of the trust our listeners, viewers, and clients place in me.

Would you consider an advisor’s personal belief system in choosing an advisor with whom to trust your financial future? 


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