It’s marketed as a tool to sell financial plans and/or product like expensive retail mutual funds, life insurance and annuities. The process results in fear, anxiety, and confusion for this reason:
“Advisors” (code word for salesperson), working for a broker/dealer or insurance company sell product that pay them commission income. The firm controls the product recommendations and the consumer working with the advisor has little way of knowing whether the recommendations are in their best interest or the best interest of the advisor.
INVESTOR COACHING educates investors to know and understand the difference.
It puts the investing consumer back in control and helps them to deal with the instincts and emotions that are at the root of poor investment behaviors/activities. Studies reveal the average investor lives with poorly allocated and highly volatile investment portfolios.
If you’re one of these investors, take control by educating yourself, understand what market rates of return are and capture them with proven investment strategies.
Simply put, Brendon’s goal is to help improve your relationship with money.
Brendon Jenks has been a financial professional since 1996. Prior to this he served our great country in the United States Coast Guard. Today, his core strength is a high capacity for listening to and coaching clients.
Brendon is also the founder of Wealth Renovators, another Registered Investment Advisory firm headquartered in Overland Park, KS. In 2014, he and his wife Cate became the owners of Stewardship Wealth Management after purchasing the firm from a late friend and fellow advisor, Matthew Alexander.
Clients of both firms are the recipients of superior investment portfolios, financial life planning services, technological tools and investment coaching. Because of this, clients are able to avoid negative activities like track-record investing, stock picking, market timing and ignoring costs.