Gillian Stovel Rivers's Wealth Professional Canada Top 50 Advisor Profile
Name: Gillian Stovel Rivers
Question. What makes a good advisor?
Answer: Use of smart technology, sometimes more than one if it means a clearer message to the client that can create momentum and confidence. This means the momentum and confidence also has to come from the practitioner, which in our case, we believe that means the Advisor’s team. We leverage smart planning and communications technology and software, a 4-person client process, and ultimately a dashboard based set of communication tools to explain matters to clients. The result is simplified statements of the information, clearly stated options for discussion, so that the client can select their own focused pathway forward with confidence and momentum.
Question. What makes a good advisor?
Answer: Use of smart technology, sometimes more than one if it means a clearer message to the client that can create momentum and confidence. This means the momentum and confidence also has to come from the practitioner, which in our case, we believe that means the Advisor’s team. We leverage smart planning and communications technology and software, a 4-person client process, and ultimately a dashboard based set of communication tools to explain matters to clients. The result is simplified statements of the information, clearly stated options for discussion, so that the client can select their own focused pathway forward with confidence and momentum.
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| Years of Experience: Almost 10 years of experience in the wealth management industry |
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Burlington, Ontario |
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