Top Quality in a Financial Advisor – Trust or Performance? - EP. 156

Ditch the Suits - Your Money, Your Life

In this special episode of Ditch the Suits, Travis and Steve break down the results of a recent survey that asked 1,000 investors working with financial advisors: What matters more—trust or performance?

Should it be just one thing or a combination? Don’t you deserve to work with someone who you can both trust not to rip you off and expect performance from? Join us as we challenge the status quo and discuss why clients should raise their expectations.

Key takeaways from the survey:

🔹 Why 72% of investors prioritize trust over performance

🔹 How proactive communication and a clear financial strategy build confidence

🔹 The top reasons clients leave their advisors—and how to avoid the same mistakes

📢 We Want Your Input! Take our quick two-question survey here and tell us what’s most important to YOU when choosing a financial advisor.

🎧 Tune in now and start getting the most from your money and life!

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We'd love your input. Take our quick survey at https://forms.office.com/r/837zquxdET

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About Your Host:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group. Travis also hosts the Unleashing Leadership Podcast, where he dissects some of his favorite books on leadership and how you can apply it to your business or life.