Scott Puritz: We build trust with our clients first and foremost by listening to them and fully understanding what’s going on in their lives and what they need from their retirement investing. Second, every one of our clients has a dedicated investment advisor who’s with them for as long as they are a member of the Rebalance family. Lastly, we have a complete alignment between our economic interest and that of our clients. We do not receive commissions on products nor do we push products in a way that is quite common in the industry.
How Does Rebalance Build Trust With Its Clients?
Scott Puritz, Managing Director of Rebalance, shares how Rebalance builds trust with clients.