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A part of this process might include hiring a financialadvisor or hiring a new financialadvisor if you have decided to move on from your current advisor. Hiring the right advisor for your needs is critical. Here are six questions to ask when choosing a financialadvisor: How do you get paid?
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Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.
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Swofford, CLU, ChFC When you think of yourself as the general manager of your client’sfinancial plan, you’ll guide the client to successfully achieve their goals and you’ll reach higher levels in your career. This approach provides better service to the clients, and it’s more efficient for you as their financialadvisor.
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