Albie MacDonald, CFP®, President, Advisory Referral Group
Defining what success looks like is at the heart of every strong advisor-client partnership. Establishing a shared understanding from the beginning helps to ensure that both parties are aligned and able to measure progress meaningfully.
By asking thoughtful questions upfront, you can set expectations that make the relationship more productive and focused on your goals. Albie MacDonald, CFP®, President, Advisory Referral Group, recommends asking these five key questions:
How do you define success in this relationship?
A shared definition of success provides a clear framework for evaluating progress. This enables both the advisor and client to work toward the same outcomes.
How can you add the most value for me?
The right advisor should be able to pinpoint where their guidance, expertise, and resources will have the greatest impact on your financial journey.
What are the biggest mistakes clients like me make?
Understanding common pitfalls may help you avoid them, ensuring your strategy is proactive rather than reactive.
What are the biggest mistakes advisors make?
A candid answer demonstrates self-awareness, humility, and a commitment to learning — qualities that often can separate good advisors from great ones.
What is your greatest strength as an advisor?
This highlights the unique qualities, skills, and perspective your advisor brings to the relationship, giving you insight into where they can truly make a difference.
Building a Working Partnership
Taking the time to define success together helps both you and your advisor focus on what truly matters. When expectations, priorities, and measures of progress are clearly understood, the relationship becomes more collaborative and results driven.
“Success looks different for every client,” Albie explains. “That’s why it’s so important to define it together, from the start, and revisit it along the way.”
Clarity allows you to confidently make decisions, adjust strategies when needed, and feel assured that your advisor is actively aligned with your goals. Connect with our team today to explore how we can help define success for you and your family and provide guidance tailored to your unique needs.
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