Inbox Question | Should Advisors Provide Client References
Big Picture Retirement®
Devin Carroll
4.7 • 545 Ratings
🗓️ 11 December 2025
⏱️ 13 minutes
🧾️ Download transcript
Summary
Frank is interviewing financial advisors and asks whether it is reasonable to expect them to share client names as references.
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Transcript
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| 0:00.0 | Welcome to the Big Picture Retirement Show. |
| 0:07.6 | Today, we're going to the inbox to answer questions sent in by you, our listeners. |
| 0:12.3 | Now, if you'd like to send us a question, just head over to big pictureretirement.com and click the Ask a Question tab in the top menu. |
| 0:18.9 | Oh, and just a quick reminder. |
| 0:19.9 | On this podcast, we provide |
| 0:22.0 | general information and not specific tax, legal, or financial advice. But if you're ever ready |
| 0:28.3 | to move from the broad education we provide here to personalized advice that's specific to you, |
| 0:34.7 | you can find links to our websites down in the description. Now let's jump in |
| 0:39.1 | to today's question. John, today's question comes from Frank. This is an interesting one here. |
| 0:50.4 | He is currently interviewing financial advisors. Okay. All right. So he's trying to find the right |
| 0:56.1 | advisor. I don't remember talking to a Frank. So I don't think I'm one of the ones he's interviewing, |
| 1:00.6 | but he is seeking our advice here on a very specific piece. And he's saying, should they be |
| 1:06.8 | willing to share client names as references? So it seems like Frank is going to these advisors and he said, |
| 1:13.0 | all right, tell me how you do this, tell me how you charge. He's getting all of the data. And then he's |
| 1:16.6 | going, could you give me the name of a couple of clients that I could call and double check some of |
| 1:22.0 | this? Right. Find out are they happy with your services? You know, what are some of the pitfalls? |
| 1:26.9 | Do you actually do this client service program? |
| 1:29.1 | I've had somebody asked me the same question. |
| 1:31.9 | Yeah. |
| 1:32.2 | Over the years. |
| 1:33.5 | Not often, maybe, but one or two times. |
| 1:36.4 | You know, is there somebody that you could, |
... |
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