Intel on Fisher Investments?
I am meeting with a prospect client next week that uses Fisher Investments. They booked a meeting with me as they wanted to learn more about government programs (we are in Canada, so things like CPP, OAS, etc.). Basically, they don't seem to get much planning help from Fisher.
Has anyone here worked for Fisher or know anything about their offering/program, fees, etc.? Any competitive intel on how to show what they do/don't do for clients would be a huge help in crafting my message.
I think they are a sales focused shop that has individuals close deals then pass off clients to servicing advisors who don't know much, but I could be wrong.