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Bautis Financial

Bautis Financial

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Hiring a Financial Advisor

Trusted Financial Advisor vs. Salesperson

Are You Working With a Trusted Advisor… or a Salesperson?

September 25, 2017 by Bautis Financial

When you partner with someone to help manage your financials, you want to ensure that they are a trusted financial advisor — with only your interests and goals in mind — not a salesperson looking to make a commission. These five qualities determine the difference between a trusted advisor and a salesperson. 1. Are They …

Read moreAre You Working With a Trusted Advisor… or a Salesperson?

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Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
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862-205-5800
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Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • Discover How
    • Risk Score
    • Learning Center
  • Client Access
    • Wealth Center
    • Orion

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