Buckingham Stories: Kristin Poole, Portfolio Advisor
While teaching high school, Kristin learned two important lessons about herself: She loved teaching, but she did not want to spend the rest of her career in a classroom. She shared this with two lifelong teachers, her parents, and they responded with valuable advice: You don’t have to be a teacher to find ways to teach.
Drawing from this advice, Kristin has set her goals on helping provide her clients with an experience that is driven both by education and service. Yet, after four years as an advisor, Kristin had growing concerns about working in an environment that is often dominated by transactions and merely selling products.
She then discovered that Registered Investment Advisor firms such as Buckingham have a fiduciary responsibility to put their clients’ interests before their own. She now can provide her clients with a more focused level of service, as well as educate them about how their goals are indeed within reach.
Copyright © 2013, The BAM ALLIANCE. This material and any opinions contained are derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. The content of this publication is for general information only and is not intended to serve as specific financial, accounting or tax advice. To be distributed only by a Registered Investment Advisor firm.
Information regarding references to third-party sites: Referenced third-party sites are not under our control, and we are not responsible for the contents of any linked site or any link contained in a linked site, or any changes or updates to such sites. Any link provided to you is only as a convenience, and the inclusion of any link does not imply our endorsement of the site.