Bob Tabor joined Richard P. Slaughter Associates in 1998 and serves as vice president. As a wealth advisor, member of the Slaughter Associates investment committee and leader of business development efforts, Bob combines his ability to understand the needs of clients and his broad industry knowledge to deliver the highest level of wealth management services. Bob strongly believes in the wealth manager’s role as a fiduciary, and has taken these principles to the development of Slaughter Associates’ subsidiary, RPS Retirement Plan Advisors, which is an industry leader in providing advisory services to retirement plan sponsors and participants.
What added value should you expect from your financial advisor?
Typically, when I ask prospective clients to share with me the unique characteristics they are looking for in a wealth manager, I most often hear traits such as expertise, professionalism and trustworthiness. Indeed, those are essential qualities, but a fascinating thing happens when I ask the same people what they value most in their association […]
As your wealth has grown, has your family adjusted its wealth management requirements?
Statistics show that the fastest-growing wealth class over the past several years has been that of the affluent class—families or individuals with wealth in excess of $2 million. Evidence also points to the number of financial service providers wishing to acquire these affluent families as clients rising right alongside the number of families. The problem […]
What are the intangibles of selecting an advisor?
All successful relationships share some key traits. Trust and a true partnership are at the top of the list. This is true not only in personal connections, but also in your relationship with your financial advisor. However, in today’s fast-paced and increasingly digitized world, personal financial relationships are too often undervalued. You probably have noticed […]
