• Skip to main content
  • Skip to primary sidebar
  • Skip to footer

Masters Advisors

  • About Us
  • Our Approach
  • Our Services
  • Corporate
  • Blog
  • Contact
  • Client Log-in
Client Log-in Contact Us

The Master’s Minute

Helpful Tools and Tips

A Team Approach

May 1, 2018 by Deborah K. Lorah

It’s probably no secret that the majority of my office mates are deep into sports.  I tend not to share their passion.  I just don’t get it.  But then, they don’t quite understand my obsession for the fiber arts.

So when the Bracket for the NCAA Men’s Basketball Tournament (I actually Googled that so I had it correct – that’s how much I am not into sports!), I uttered this silent groan.  Too many games.  Too many unknown colleges.  What is a Gonzaga?  How could I possibly make an informed decision when I knew so little?

In what I considered a flash of brilliance, I cut up my bracket into four sections and handed those sections out to four office “experts” for their opinion on those early games involving colleges I know nothing about.  Surely, I would be well on my way to making an informed decision on my final four selections if I had a solid start.

I ended up winning the pool.  The team approach paid off – literally.

Anything can be complex and daunting if you don’t have the drive and passion to live and breathe it every day, regardless if that is the NCAA Men’s Basketball Tournament, quilting, or financial planning.

The team at Master’s understands that financial planning can be a complex topic for many people.  There are fears about not knowing if wise investment decisions have been made, or if sound retirement preparations are in place, or how to address family conversations about financial matters.  It takes a team to get the ball down the court and it takes a team to make informed decisions based on a client’s needs.

I am privileged to sit in on Strategy and Design meetings where client situations are presented by the lead advisor and discussed.  Multiple advisors lend their voices, experience and individual expertise to the conversations, with the goal of building a solid plan for the client.  This unique team approach is what Master’s Advisors believes to be the best planning resource available to those who need help with the blanks on their financial bracket.

Filed Under: Blog, Financial Planning

Primary Sidebar

Categories

  • Behavioral Finance
  • Blog
  • Client Service
  • Current Newsletters
  • Faith Integration
  • Financial Planning
  • General
  • Investing
  • Market + Industry
  • Master's Minute
  • Master's News
  • Personal Development
  • Strategy
  • What's the Point?

Search Blog

Archives

Footer

Receive Master’s Minute Blog Articles Today

  • This field is for validation purposes and should be left unchanged.

480 New Holland Ave
Suite 7201
Lancaster, PA 17602

  • 
  • 

Contact Us

Albridge log in | Client log in

© 2023 Master’s Advisors • Developed by TinyFrog • Important Disclosures | Privacy Policy

Securities offered through Securities America Inc., member FINRA/SIPC. Master's Advisors is not affiliated with the Securities America companies. Advisory services offered through Securities America Advisors, Inc. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. This communication is strictly intended for individuals residing in the states of CO, DE, FL, IL, IN, KY, MD, ME, NC, NE, NJ, OH, OK, PA, SC, TN, TX, VA, VT, WV, WY. No offers may be made or accepted from any resident outside the specific state(s) referenced. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. The company is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third party technologies,  websites, information, and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. All images and Content Copyright © 2020 Masters Advisors, Inc. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.

Securities America Form CRS

Check the background of this firm on FINRA's BrokerCheck.