Can we stop using the term “financial quarterback” to describe the role of an advisor?
It doesn’t really make sense. 🤔
Financial planning isn’t about one person calling the plays on a crowded field—it’s a strategic, team-based effort. Advisors aren’t quarterbacks; they’re coordinators. 📋
Here’s why:
Coordinators sit high up in the booth, away from the chaos of the field. From this vantage point, they see the entire picture—every opportunity, every risk—and design the strategy that guides the whole team. They don’t just call the plays; they plan the entire season, shape the system, and make sure the players integrate seamlessly into it.
Advisors work in much the same way. They’re the strategists who map out long-term financial goals, adapt to changes, and ensure that every move aligns with the client’s comprehensive financial plan. It’s not about reacting in the moment like a quarterback but about seeing the big picture and orchestrating every part to move the client toward success. 📈
Let’s move beyond the outdated analogy of the “financial quarterback” and recognize what financial advisors truly are: the planners, visionaries, and coordinators behind the game-winning strategy.
Go Bucks!! O-H.. 📢