Is Your Advisor Leaning In?

Is Your Advisor Leaning In?

When you work with a wealth advisor, investment and financial planning experience is expected. But what truly defines an exceptional advisory relationship is something deeper: genuine care for the person behind the portfolio.

Great advisors do more than design strategies or review performance reports. They lean in. They take the time to understand what matters most to you, your family, your goals, your values, and how those priorities shape every financial decision you make.

Beyond Numbers

The strongest advisory relationships begin with listening. They are built through curiosity, trust, and ongoing conversation. A thoughtful advisor will ask questions that reach beyond returns and account balances, helping you clarify your vision for the future:

  • How do you define success for yourself and your family?
  • What transitions or life changes are approaching?
  • How do you want your wealth to reflect your values or support future generations?

These conversations turn financial planning into something more meaningful. They align decisions with intention, connecting long-term strategy with everyday life.

The Power of Collaboration

No single advisor can address every element of a family’s financial landscape alone. The best advisors know when to bring in other professionals, like your CPA or estate planning attorney, insurance specialist, or family therapist, to create consistency and coordination across your financial life.

Collaboration ensures that each piece of your plan supports the others. It also reduces stress, prevents oversights, and keeps your goals at the center of every decision.

Advisors Who Listen, Lead Better

An advisor who listens deeply is able to guide more thoughtfully. They see your wealth not only as financial capital, but as a tool to protect what you care about most. This perspective creates a relationship that is both strategic and personal, one where you feel heard, informed, and supported through every season of life.

A True Partnership

At Sand Hill, we believe great advice begins with empathy and grows through collaboration. When advisors lean in, families make decisions with greater clarity and a stronger sense of direction.

So, ask yourself: Is your advisor leaning in? Are they listening closely, collaborating fully, and caring as much about your story as your success?

If you would like to experience what that partnership feels like, our team is here to start that conversation with you.

Articles and Commentary

Information provided in written articles are for informational purposes only and should not be considered investment advice. There is a risk of loss from investments in securities, including the risk of loss of principal. The information contained herein reflects Sand Hill Global Advisors' (“SHGA”) views as of the date of publication. Such views are subject to change at any time without notice due to changes in market or economic conditions and may not necessarily come to pass. SHGA does not provide tax or legal advice. To the extent that any material herein concerns tax or legal matters, such information is not intended to be solely relied upon nor used for the purpose of making tax and/or legal decisions without first seeking independent advice from a tax and/or legal professional. SHGA has obtained the information provided herein from various third party sources believed to be reliable but such information is not guaranteed. Certain links in this site connect to other websites maintained by third parties over whom SHGA has no control. SHGA makes no representations as to the accuracy or any other aspect of information contained in other Web Sites. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. No reliance should be placed on any such statements or forecasts when making any investment decision. SHGA is not responsible for the consequences of any decisions or actions taken as a result of information provided in this presentation and does not warrant or guarantee the accuracy or completeness of this information. No part of this material may be (i) copied, photocopied, or duplicated in any form, by any means, or (ii) redistributed without the prior written consent of SHGA.


Video Presentations

All video presentations discuss certain investment products and/or securities and are being provided for informational purposes only, and should not be considered, and is not, investment, financial planning, tax or legal advice; nor is it a recommendation to buy or sell any securities. Investing in securities involves varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular client’s financial situation or risk tolerance. Past performance is not a guarantee of future returns. Individual performance results will vary. The opinions expressed in the video reflect Sand Hill Global Advisor’s (“SHGA”) or Brenda Vingiello’s (as applicable) views as of the date of the video. Such views are subject to change at any point without notice. Any comments, opinions, or recommendations made by any host or other guest not affiliated with SHGA in this video do not necessarily reflect the views of SHGA, and non-SHGA persons appearing in this video do not fall under the supervisory purview of SHGA. You should not treat any opinion expressed by SHGA or Ms. Vingiello as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of general opinion. Nothing presented herein is or is intended to constitute investment advice, and no investment decision should be made based solely on any information provided on this video. There is a risk of loss from an investment in securities, including the risk of loss of principal. Neither SHGA nor Ms. Vingiello guarantees any specific outcome or profit. Any forward-looking statements or forecasts contained in the video are based on assumptions and actual results may vary from any such statements or forecasts. SHGA or one of its employees may have a position in the securities discussed and may purchase or sell such securities from time to time. Some of the information in this video has been obtained from third party sources. While SHGA believes such third-party information is reliable, SHGA does not guarantee its accuracy, timeliness or completeness. SHGA encourages you to consult with a professional financial advisor prior to making any investment decision.

Recent Posts

Dec 8, 2025
Do Something Today Your Future Self Will Thank You For
Sara Craven
Sara Craven,  CFP®
Do Something Today Your Future Self Will Thank You For

There’s an old saying that the best time to plant a tree was 20 years ago, and the second-best time is today. The same holds

read more
Dec 4, 2025
Looking Forward to 2026: What to Know at Year End ‘25
Kristin Sun
Kristin Sun,  CFP®, CDFA®
Looking Forward to 2026: What to Know at Year End ‘25

Though the year-end fast approaches, it is never too late to review strategic planning opportunities and preview what lies ahead in 2026. With the signing

read more
Nov 20, 2025
Balancing Primary and Secondary Private Market Exposures
Drew Kunde
Drew Kunde,  CFA, CAIA
Balancing Primary and Secondary Private Market Exposures

Over the last few years, private equity managers have faced several cash flow challenges as the amount of capital committed by investors has exceeded the

read more

Stay up to date, receive email updates from Sand Hill directly to your inbox!