Financial Advisor
In my previous post (What Your Financial Advisor Wants From You), I listed the things Financial Advisors want from their clients. It’s only fair to give clients their say as well, so after a very scientific study (asked a bunch of people), here’s what you want from your Financial Advisor: Trust It should not be a surprise [...]
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Financial Advisor
Here is a step by step process, with specific questions to ask, to help you find a trusted financial advisor: Recommendations Decide what you need help with first. Then talk to family members, friends, your accountant, your lawyer. Get some names. And then the fun begins! Do not assume since your brother-in-law or co-worker or [...]
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