I was named by Financial Advisor Magazine as a Young Advisor to Watch for my accomplishments in financial planning and investment advice. I contribute on a monthly basis to The Wall Street Journal and Forbes, while also authoring weekly insights at www.peterlazaroff.com. The article recognizes my dedication to the financial planning process that Plancorp offers its clients.
Within the article, I reference the team approach that is so critical to comprehensive financial planning. “Part of what attracted me to Plancorp was that it was a financial planning firm first. I honestly believe that one person can’t be an expert in all fields. Since Wealth Managers are paid salaries rather than commissions and nobody has their own ‘book of business,’ it allows Plancorp to build a custom team of advisors to meet each client’s specific needs.”
Congratulations to Peter on a well-deserved recognition.
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Please note:
Financial Advisor sought out advisors at Registered Investment Advisor firms who were challenging the industry, coming up with new business models, communicating with clients in novel ways and otherwise upending the conversation. Additional details can be found at http://www.fa-mag.com/news/young-advisors-to-watch-32481.html?section=47.
Awards are not indicative of future performance. Awards and Other Recognitions should not be interpreted as a guarantee or suggestion that a client or prospective client will experience a certain level of results if our firm is engaged, or continues to be engaged, to provide investment advisory services, or as an endorsement of our firm by any past or present client. None of the sponsoring publications or organizations are affiliated with our firm, none of the Awards or Other Recognitions are based on client evaluations of our firm, and we have not made any payments for or in anticipation of any Award or Other Recognition. We encourage you to contact the sponsoring publications or organizations if you would like additional information regarding their processes or methodologies.
