How to hire a financial advisor (1) - PowerPoint PPT Presentation
Title:
How to hire a financial advisor (1)
Description:
A financial advisor is an expert in wealth management, helping you make decisions about the use of your money including investments, insurance, and planning for retirement. If you're considering engaging a financial advisor of any type, including a wealth manager, insurance specialist, or stockbroker, you'll need to find someone who fits your needs. For More Information Call Us at (562) 294-1781 or Visit Our Website – PowerPoint PPT presentation
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Title: How to hire a financial advisor (1)
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How to Hire a Financial Advisor
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Decide whether you need an advisor.
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Choose the type of advisor you need
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Learn the difference between commission-based,
fee-based, and fee-only advisors.
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PART-2
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Finding a Reputable Advisor
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Solicit referrals from your family or friends
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Get a recommendation from a professional
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Look for someone with certifications
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Search for financial advisors in your community
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PART-3
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Interviewing Prospective Advisors
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Ask a potential advisor about her approach
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Ask about his performance
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Inquire about how the advisor is compensated
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Ask if he is legally bound to act in your best
interest
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Trust your gut
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PART-4
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Knowing When to Find a New Advisor
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Look for a new advisor if yours is inattentive
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Look for a new advisor if yours doesn't meet goal
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Look for a new advisor if yours lets you be the
dictator
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Presentation by
Otium Advisory Group
- Address 12100 WIlshire Blvd, 8th Floor, Los
Angeles
- Phone (562) 294-1781
- WEBSITE https//otiumag.com/
