Why Would I Hire You? A Financial Adviser Answers a Friend’s Pointed Question
“Why would I hire you?” With our wives and children inside a friend of mine poses this question in a relatively strong tone. We were sitting by the fire watching basketball playoffs and his question, one I answer regularly, somehow brought a flurry of simultaneous thoughts. There was so much I wanted to say.
Then he restated himself, “like truly, why would I hire you if the returns are the same?” Specifically, Dan (changed name for this article) was asking why he should hire my firm and me to manage his 401(k) rollover.
Here’s some background, over a couple years I had offered several suggestions as a friend to Dan. Dan is not
