Select the best advisor
for the right reasons

Alternative Types of Contact

Our advisors use the Internet to provide GlidePath’s wealth management service anywhere in the country.

Traditional forms of financial advice are based on face-to-face contact. GlidePath can provide this level of services when our advisors and clients are in reasonable proximity to each other.

We also provide virtual advice and services to investors who do not require face-to-face contact.

Lower Cost

GlidePath recommends virtual financial advice when appropriate. It is one way we can offer a sophisticated suite of financial services for a nominal, all-inclusive fee.

More High Quality Choices

You have more high quality choices when you consider virtual financial advisors. You are not limited to choices that are willing to drive to and from your home or office. Some advisors may require you to travel to their offices. Not GlidePath! We are very comfortable working in virtual relationships.

Best Virtual Advisor

You increase your odds of selecting the best financial advisor for the right reasons.

Face-to-face contact maximizes the impact of the advisors’ sales skills. This increase your risk of selecting the advisor with the best sales skills versus the best knowledge, ethics, and business practices.

Increased Accessibility

The more time advisors spend traveling to and from meetings the less time they have to advise you and monitor the performance of your investments. For example, a one-hour meeting can have two hours of travel time. Advisors are 35% more accessible when they are not traveling to and from meetings.

Financial Technology

The Internet has impacted a lot of industries. For example, it makes virtual financial advice possible for three core reasons:

  • It facilitates communications
  • You can see and hear the information you need to make decisions
  • You have better access to your financial advisor

A New Paradigm

The old paradigm had limitations. For example, it was based on a salesperson who sold particular investment products.

The new paradigm makes it possible to communicate with the best financial professionals who are responsible for the delivery of high quality planning and investment advice.

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