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The Five Characteristics to look for in a Financial Advisor

After a decade plus in the markets and after teaching and networking with over a thousand financial advisors, I have witnessed five characteristics that the best financial advisors have in common. These are the five things that I’ve told my family and friends to look for when considering an advisor. It’s a list that is born out of nothing but experience . . . just how any list should be created. The Five Characteristics of a Financial wholesale mlb jerseys Advisor that you should look for are . . . Independence- By independence I mean they own their own advisory firm. There is a major difference between independent advisors and those advisors that work for a big financial institution. The biggest difference is that independent advisors make their own decisions (money management, marketing, fee structure, etc.). These decisions are made by answering the question, “what is right for my client?”
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Categories: Personal Finance.
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