How to Interview a Financial Advisor: Separating the competent from the crooked - Tapa blanda

Sinopsis

Most people interview financial advisors by talking to them and thinking about how friendly they are, how nice their office looks, or even what kind of ice cream the advisor-to-be buys them. The net result is that they usually end up hiring financial advisors who are great sales people, rather than hiring advisors who are competent and can be trusted with their assets. How to Interview a Financial Advisor levels the playing field between you and the salespeople trying to sell you on their services:

• Learn how to identify the three different types of advisors and what they can do for you.
• Arm yourself with technical questions (along with the answers that a competent advisor should give you) that let you distinguish the truly knowledgeable and honest advisers from the sales folks.
• Gain confidence in the basic wealth management options, and in handling your financial matters yourself.

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