New Survey Reveals Importance of Person-to-Person Interaction in Financial Advisement, Gabe Fenton, Boulder, CO Professional, Comments

PHILADELPHIA, PA, May 21, 2013 (Press-News.org) As a trusted financial consultant and business development professional, Gabe Fenton Boulder CO resident, always strives to make sure his clients are satisfied. Although Fenton recognizes that any consultant or advisor should be dedicated to delivering strong results through expertise, he notes that customer service still plays a critical role. A recent article from Forbes asserts that very observation--citing a recent survey conducted by J.D. Power & Associates.

In the Forbes article, Craig Martin--J.D. Power & Associates investment firm director and study lead--explains, "The study finds that there are two elements beyond investment performance separating firms with high satisfaction from those with low satisfaction: the person that investors credit for their investment performance and the relationship investors have with their advisor." The article continues to highlight components that individuals need to look for when choosing a financial advisor that is right for them--factors that Gabe Fenton, Boulder, CO financial consultant believes are critical for consumers to know.

Firstly, the article suggests that choosing an advisor should not be taken lightly--and it is a good idea to form a list of potential candidates. Gabe Fenton, Boulder, CO professional, responds, "You would never buy a new car without shopping around, learning about the market and thinking about your personal needs as a consumer. In much of the same way, those who are looking for professional help to manage investments or other accounts should understand the value of comparative shopping."

In addition to verifying experience, licensing, services and fees, the article notes that consumers should also ask potential advisors, "What types of clients do you specialize in?" Forbes quotes financial planner Sophia Bera who states, "Some financial advisors have a niche...and if you have a specific interest--such as charitable giving or socially responsible investments or if you're a newlywed or recently divorced--you'll want to find one that concentrates in that area too."

"While it may be appealing to go to a firm that offers services in every kind of accounting or investment area, it is important to make sure that a chosen advisor or consultant matches your specific needs. For instance, I have made my mark by serving business-oriented clients and helping individuals understand employee benefits. There are so many specialties in this market, so it is critical to understand these needs," Gabe Fenton, Boulder, CO financial consultant concludes.

ABOUT:

Gabe Fenton Boulder CO resident, is a leading professional in the world of business development and financial consulting. With more than 20 years of experience in the field, Fenton has had the ability to utilize a diverse set of industry skills to help clients gain a higher sense of fiscal responsibility, as well as discover paths to greater success. Fenton is also credited with writing an informative book titled Employee Stock Options, A Strategic Planning Guide for the 21st Century Optionaire. In addition to his years of accomplishment, this graduate from the University of Massachusetts remains focused on his work in financial advising and business development.