Cutter & Company - cutter-co.com/ - Independent financial advisors typically earn higher payouts than those working for a wirehouse. But there is much more involved. When working with a firm like Cutter & Company, financial advisors control more of their destiny in many ways.
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Transcript: Adding Value: Experienced independent financial advisors discuss what they like best about Cutter and Company
R.B. Clark, Clark Financial Services: So many areas out there that want to get in your way to taking good care of the clients. And you are always so helpful. If there is something that we need, you just say ‘we will provide it to you’. And that’s a big thing. And that’s 20 years of that.
Ellie Williams, Moneywise: Things like sales help. Being a one man operation, I am not knowledgeable about every product out there. But when I have a question, I can call and find out the answers. I can call and find out how something works, what its commissions are, how it pays out, who it might work best for. I can either talk with someone who has sold it or someone on the operations side.
R.B. Clark, Clark Financial Services: We know that what we’ve been building is, in addition to taking care of the clients, is building our own business with the partnership of Cutter and Company which makes it just a perfect partnership.
Chris Schulenburg, Clark Financial Services: From mutual funds to stocks. You all will do research for us, find out information and let us know truly if it’s something that makes sense for a certain client.
R.B. Clark, Clark Financial Services: We can respond to our clients in a very efficient manner. If they call and say ‘I would like to get something taken care of’, we can say ‘is tomorrow OK?’ unless it’s later today.
Ellie Williams, Moneywise: Occasionally you have problem with a client’s account. And I find that clients don’t get upset as long as I can solve the problem or can find the answer for them. And I don’t have any trouble doing that at Cutter.
