Second opinions and new advisor relationships
A Fresh Perspective Starts With the Right Person
Explore a more personal way to consider whether another financial professional could be a better fit.
What matters now
Consider what you want from communication and financial guidance.
Different philosophies
Advisors vary in expertise, process, and client service.
Your choice
An introduction is a conversation, not a commitment.
A more personal introduction
Ian or Michael personally reviews your goals and considers relevant advisors from our participating professional network. Introductions require mutual interest and your permission.
You can request a personal conversation through our short questionnaire. We ask your permission before sharing your information with a named advisor.
Request a Personal Conversation