{"id":14,"date":"2018-11-07T17:28:25","date_gmt":"2018-11-07T17:28:25","guid":{"rendered":"http:\/\/draft.springwaterwealth.com\/?page_id=14"},"modified":"2022-02-03T11:36:29","modified_gmt":"2022-02-03T18:36:29","slug":"resources","status":"publish","type":"page","link":"https:\/\/springwaterwealth.com\/resources\/","title":{"rendered":"Resources"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Resources Image Section” _builder_version=”4.13.0″ background_image=”https:\/\/springwaterwealth.com\/wp-content\/uploads\/2022\/01\/Couple-Exploring-Resources.jpeg” custom_padding=”112px|0px|365px|0px|false|false” da_disable_devices=”off|off|off” saved_tabs=”all” locked=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row make_equal=”on” admin_label=”Resources Image Row” _builder_version=”4.13.0″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Resources Image Text” _builder_version=”4.13.0″ text_font=”Roboto Slab||||||||” text_text_color=”#ffffff” text_font_size=”60px” text_letter_spacing=”1px” text_line_height=”1.8em” text_orientation=”center” text_font_size_tablet=”50px” text_font_size_phone=”30px” text_font_size_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n

Resources<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Popup – #findadvisor” module_id=”findadvisor” module_class=”popup” _builder_version=”4.13.0″ _module_preset=”default” da_is_popup=”on” da_popup_slug=”findadvisor” da_disable_devices=”off|off|off” global_colors_info=”{}” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_line_height=”1.8em” global_colors_info=”{}”]There are two basic criteria that you should consider as you look for an advisor. <\/p>\n

There are objective criteria. Your advisor should be independent. Your advisor should have strong professional credentials. Your advisor should be experienced. Your advisor should have a spotless regulatory and compliance record. Your advisor should only be compensated for services provided to you, not for financial products in which you invest. Your advisor should be a fiduciary, and therefore, be required to do what is best for you.<\/p>\n

There are subjective criteria. You should like your advisor. You should trust your advisor. You should feel totally comfortably expressing your interests and concerns with your advisor. <\/p>\n

The best way to find an advisor is to first identify a handful of advisors that meet the objective criteria. Then meet those advisors and select the one who best meet your subjective criteria. Too often people start with the subjective criteria and never get around to checking into the objective criteria. [\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”3.22″ custom_padding=”54px|0px|54px|0px|false|false” da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”1_2,1_2″ module_class=” et_pb_row_fullwidth” _builder_version=”4.13.0″ width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” hover_enabled=”0″ global_colors_info=”{}” header_2_font_size_last_edited=”on|phone” header_2_font_size_phone=”32px” sticky_enabled=”0″ header_2_line_height=”1.2em” header_2_font_size_tablet=”28px”]<\/p>\n

Selecting An Advisor<\/h2>\n

There are some important criteria to consider when looking for an advisor.<\/p>\n

READ MORE ><\/a><\/strong><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_video src=”https:\/\/youtu.be\/DSPcHEfIlvQ” admin_label=”Selecting an Advisor Video” _builder_version=”3.26.7″ custom_padding=”||0px|||” global_colors_info=”{}”][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”3.26.7″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.26.7″ global_colors_info=”{}”][et_pb_divider color=”#6b6b6b” _builder_version=”4.13.0″ global_colors_info=”{}”][\/et_pb_divider][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_class=”align-bottom” _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Blog” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

Blog Archive<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Explore our entire archive of writings.[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/blog\/” url_new_window=”on” button_text=”READ MORE” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Client Portals” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

Client Portals<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Securely access your accounts and portfolio information.[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/client-portals\/” url_new_window=”on” button_text=”ACCESS” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Important Forms” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

Important Forms<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Access our important forms, including our fee schedule for new clients and our disclosure documents.[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/important-forms\/” url_new_window=”on” button_text=”VIEW FORMS” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” module_class=”align-bottom” _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Videos” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

Videos<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Exclusive Springwater Wealth videos on topics ranging from building portfolios to the psychology of money.[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/videos\/” url_new_window=”on” button_text=”EXPLORE VIDEOS” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”eBooks” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

eBooks<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_font_size=”20px” text_line_height=”1.8em” text_orientation=”center” global_colors_info=”{}”]Informative ebooks on a …..[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/ebooks\/” url_new_window=”on” button_text=”READ MORE” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.13.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Quick Guides” _builder_version=”4.13.0″ text_font=”Open Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Montserrat|600|||||||” header_2_text_color=”#6b6b6b” header_2_font_size=”28px” text_orientation=”center” inline_fonts=”Montserrat” global_colors_info=”{}”]<\/p>\n

Quick Guides<\/h2>\n

[\/et_pb_text][et_pb_text _builder_version=”4.13.0″ _module_preset=”default” text_font=”Open Sans||||||||” text_text_color=”#6b6b6b” text_orientation=”center” global_colors_info=”{}”]Informative quick guides on a …..[\/et_pb_text][et_pb_button button_url=”http:\/\/springwaterwealth.com\/resources\/quick-guides\/” url_new_window=”on” button_text=”READ MORE” button_alignment=”center” _builder_version=”4.13.0″ _module_preset=”default” custom_button=”on” button_text_size=”16px” button_text_color=”#FFFFFF” button_bg_color=”#0060a5″ button_letter_spacing=”2px” button_font=”Open Sans|600|||||||” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Global Scheduling CTA Section” _builder_version=”4.13.0″ background_color=”#0ebfe9″ da_disable_devices=”off|off|off” global_module=”7708″ global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row module_class=” et_pb_row_fullwidth” _builder_version=”3.25″ background_color=”#0ebfe9″ width=”89%” width_tablet=”80%” width_phone=”” width_last_edited=”on|desktop” max_width=”89%” max_width_tablet=”80%” max_width_phone=”” max_width_last_edited=”on|desktop” make_fullwidth=”on” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”Ready to Get Started? 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Want to keep up with the latest news from Springwater? Follow us across our social networks.<\/p>\n

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ResourcesThere are two basic criteria that you should consider as you look for an advisor. There are objective criteria. Your advisor should be independent. Your advisor should have strong professional credentials. Your advisor should be experienced. Your advisor should have a spotless regulatory and compliance record. Your advisor should only be compensated for services provided […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","_mi_skip_tracking":false,"footnotes":""},"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/14"}],"collection":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/comments?post=14"}],"version-history":[{"count":41,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/14\/revisions"}],"predecessor-version":[{"id":7841,"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/pages\/14\/revisions\/7841"}],"wp:attachment":[{"href":"https:\/\/springwaterwealth.com\/wp-json\/wp\/v2\/media?parent=14"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}