The Difference Between Large and Boutique Financial Firms

Hi, I'm Jeffrey Breault. If you come to my office seeking financial guidance, then the first thing I'm going to do is ask you a little bit about yourself. What do you do for a living? What are your goals? Do you have children? Have you had a physical exam lately?

These might seem like very personal questions. The truth is, I'm not that interested in who you are as a person, although I'm sure you're a great guy or gal. What I'm really trying to do is to find out your financial priorities, get a sense of your spending habits, and figure out whether or not you're likely to incur any financial risks.

There's no doubt that large financial consulting firms tend to have a successful track record. That's how most of them get to be so big in the first place. But one thing I noticed from my years working for one of them is that big firms can't help but standardize their offerings and services into packages. Their agents may even be encouraged to push new products and to gravitate towards certain strategies.

I Jeffrey Breault, on the other hand, like to get to know my clients because I like to offer them the products and services that best fit their needs. That's why I chose to leave a large financial brokerage and to become a partner in a smaller practice where I could take control of my services and do what I do best, which is to help people achieve their objectives by understanding their dreams and teaching them how to accumulate and protect their wealth.

Inevitably, I end up forming lasting relationships with the people that I work with, as we work together to reach their financial goals.