Selecting an Advisor

SELECTING AN ADVISOR

When selecting an advisor, there are some all important questions that need to be answered to ensure that you’re getting the most out of your hard work.

– What are my advisor’s motives?
– Am I investing in my future, or my advisor’s?
– Am I buying “products” or “services” from my advisor?
– Does my advisor understand my goals?
– Does my advisor have a strategy that is in line with my goals?
– Does my advisor have the necessary investment options to offer me the right advice?