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Your Trusted Advisor ™

The most significant difference between a Trusted Advisor™ and salesperson is that a Trusted Advisor™ is focused on you and your goals while a salesperson may often seem too focused on making the sale. The following tools come from Bill Bachrach's Values-Based Financial Planning.

Trusted Advisor™	Salesperson
Has a structured process for creating a comprehensive financial plan	Has a technique for making the sale
Requires you to bring all your financial data or see your whole financial picture at the first meeting	Does not require anything other than you showing up at the first meeting
Is happy to refer you to someone else if he or she senses there is not a good match	Tells you that he or she can and is willing to work with anyone
Inspires you in a positive way	Tends to prey on fears and insecurities to get you to buy
Cannot be talked into just selling you a product, even if you insist	Will sell you anything you want to buy, or simply directs you to a preferred product

Values-Based Financial Planning® and Financial Road Map® are the trademark and registered mark of Bachrach & Associates, Inc. at www.valuesbasedfinancialplanning.com. All rights reserved.
Idaho Financial Group is not affiliated with American Independent Securities Group, LLC.