---
title: "Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want"
description: "Forbes: Choose an advisor who considers the whole picture"
image: https://www.covisum.com/hubfs/forbes-logo-blog.jpg
---

[Login](https://www.covisum.com/login-experience) | [Call: 402-235-4500](tel:1-402-235-4500) | [Contact Us](https://www.covisum.com/contact)

**

[![covisum-logo](https://www.covisum.com/hs-fs/hubfs/covisum-logo.png?width=264&height=41&name=covisum-logo.png "covisum-logo")](https://www.covisum.com/)

[![Start Your Free Trial](https://no-cache.hubspot.com/cta/default/2755909/b23743cd-d0df-4907-a66d-293b58ab1164.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/b23743cd-d0df-4907-a66d-293b58ab1164)

[![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/6c6d7fe7-e094-4fc0-9c82-d93d4ccbb532)

# Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want

[IN THE NEWS  |  ](https://www.covisum.com/blog/topic/in-the-news)10/10/18 8:04 AM  |  by [Lauren Laferla, Director of Communications](https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager)

![Forbes finance council](https://www.covisum.com/hs-fs/hubfs/Graphics%20-%20Logos/Forbes%20finance%20council.jpg?width=144&name=Forbes%20finance%20council.jpg)In a recent article for [Forbes](https://www.forbes.com/sites/forbesfinancecouncil/2018/10/09/why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want/#5a8d21f470e7), Covisum President, Joe Elsasser, CFP®, highlighted the benefits of choosing a planning-oriented advisor who will encourage you to make smarter financial decisions.

Planning-oriented advisors are particularly adept at seeing the big picture. They ask their clients the tough questions to help them see the impact of every financial decision and how those decisions impact long-term financial goals.  

> "Advisors have the ability to think about the long-term implications of their clients’ financial decisions and show them how to view their financial goals through that lens."

You can determine if you've found an advisor who considers the whole picture by asking if the advisor has a structured process in place to determine if you're likely to meet your goals. You should also ask about common ways the advisor might recommend to help get you back on track if your goal are at risk. 

You can read the article in its entirety in [Forbes](https://www.forbes.com/sites/forbesfinancecouncil/2018/10/09/why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want/#37db3be570e7). 

[![Subscribe to our blog](https://no-cache.hubspot.com/cta/default/2755909/8b194d2c-70bd-4e2a-9c4a-de03cf62f161.png)](https://cta-redirect.hubspot.com/cta/redirect/2755909/8b194d2c-70bd-4e2a-9c4a-de03cf62f161)

### Share this article

[![Share on Facebook](https://static.hubspot.com/final/img/common/icons/social/facebook-24x24.png)](http://www.facebook.com/share.php?u=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fforbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want%3Futm_medium%3Dsocial%26utm_source%3Dfacebook) [![Share on LinkedIn](https://static.hubspot.com/final/img/common/icons/social/linkedin-24x24.png)](http://www.linkedin.com/shareArticle?mini=true&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fforbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want%3Futm_medium%3Dsocial%26utm_source%3Dlinkedin) [![Share on Twitter](https://static.hubspot.com/final/img/common/icons/social/twitter-24x24.png)](https://twitter.com/intent/tweet?original_referer=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fforbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&url=https%3A%2F%2Fwww.covisum.com%2Fblog%2Fforbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want%3Futm_medium%3Dsocial%26utm_source%3Dtwitter&source=tweetbutton&text=Forbes%20Finance%20Council%3A%20Why%20Your%20Financial%20Advisor%20Should%20Tell%20You%20What%20You%20Need%20To%20Hear-Not%20What%20You%20Want)

## Related Blog Articles

[

### In The News

 Forbes Finance Council: Key Questions to Ask When Choosing a Niched Financial Advisor

 Read 

](https://www.covisum.com/blog/forbes-finance-council-key-questions-to-ask-when-choosing-a-niched-financial-advisor)

[

### In The News

 Tax Law 2018: What Financial Advisors Need to Know

 Read 

](https://www.covisum.com/blog/tax-law-2018-what-financial-advisors-need-to-know)

[

### In The News

 Forbes Finance Council: Is Working With a Robo-Advisor Right For You?

 Read 

](https://www.covisum.com/blog/forbes-finance-council-is-working-with-a-robo-advisor-right-for-you)

[See All Articles](https://www.covisum.com/blog) <https://www.covisum.com/blog/forbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want#>

## Covisum’s ecosystem of solutions can help you grow.

[Sign Up Free](https://idp.socialsecuritytiming.com/register)

## Stay Connected

Access industry news, expert insights, best practices, free downloads and more.

[![Logo-White-Stacked](https://www.covisum.com/hs-fs/hubfs/Logo-White-Stacked.png?width=124&height=146&name=Logo-White-Stacked.png "Logo-White-Stacked")](https://covisum.com)

444 Regency Parkway Dr. Suite 201 Omaha, NE 68114

- <https://twitter.com/covisum>
- <https://www.facebook.com/covisum/>
- <https://www.linkedin.com/company/covisum/>
- <https://www.youtube.com/channel/UCcpqTvwn5xagflw-Y3_8qdQ>

 Read Reviews of Our Solutions In: 

[![Footer Capterra Logo](https://www.covisum.com/hubfs/Capterra_logo%20(1).svg)

](https://www.capterra.com/p/203728/Tax-Clarity/reviews/)[![Footer G2 Logo](https://www.covisum.com/hubfs/logo-g2.png) ](https://www.g2.com/search?utf8=%E2%9C%93&query=covisum)

[![Contact Us](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503962.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLKTYTbpKEuZ7oA9Znvb3M145Q2GoAq8lKBBRVMmShRs7CZ3ed3z1hxSPLbZqJg80if6q7x8HCmEOo%2BzfoUxp12P718%2FNSpy9%2FYZEJOlsVIdDHt%2FAA6%2F6ejR%2BaAazAcuxzRxOJXEuhRjfuuNc3OBhGS7AbB7Sg%2BYzKDSyjWMgDNjpb4%3D&webInteractiveContentId=193539503962&portalId=2755909)

[![SOC 2 T2 Logo](https://no-cache.hubspot.com/cta/default/2755909/interactive-193539503801.png) ](https://www.covisum.com/hs/cta/wi/redirect?encryptedPayload=AVxigLJSep%2FPpgdx%2BjYWcDlHKww44Vlpl2QA67nTa6TIaxMadjOn2vLGuTw106sGYy1LPgRTTHPyO%2B1tx4bRKu8G62CWQ8IQ141u2xk77mTLXVF565A7eVlJvJFZURvf8aJ46yv5Pw5qrKfKjakcKqivfGeRAhpn%2BTXurkmASxBFm5VXCTNiUUAm1C9A0Ze08RktEs03n7xo&webInteractiveContentId=193539503801&portalId=2755909)

 © 2010 – 2026 Covisum®. All Rights Reserved. For advisor use only. Covisum is not connected with, affiliated with or endorsed by the United States government or the Social Security Administration. The local advisor offering Covisum products may be an insurance agent, financial advisor, accountant or attorney. Advisors may offer other products or services and are compensated by commissions and/or fees for any other services they may provide. [Terms and Conditions](https://www.covisum.com/terms-of-use) | [Privacy Policy](https://www.covisum.com/privacy-policy)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Lauren Laferla, Director of Communications",
    "url" : "https://www.covisum.com/blog/author/lauren-laferla-pr-content-marketing-manager"
  },
  "dateModified" : "2019-05-10T02:15:33.892Z",
  "datePublished" : "2018-10-10T13:04:00.000Z",
  "headline" : "Forbes Finance Council: Why Your Financial Advisor Should Tell You What You Need To Hear-Not What You Want",
  "image" : [ "https://www.covisum.com/hubfs/forbes-logo-blog.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.covisum.com/blog/forbes-finance-council-why-your-financial-advisor-should-tell-you-what-you-need-to-hear-not-what-you-want",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.covisum.com/hubfs/Covisum-Logo-Grey.png"
    },
    "name" : "Covisum LLC"
  }
}
```