Five Vital Steps To Choosing A Financial Advisor
Should you talk to a Financial Advisor?, ask for Financial Planning?, What about Asset Management? What is Wealth Management? What is the difference between Investment Management and an investment manager? What is an Investment Adviser or Registered Investment Adviser?
What really matters is not immediately apparent, but I believe this becomes clear when you focus on these 5 key areas.
1. Fiduciary Distinctions
2. Financial Planning
3. Investment Management
4. Client Service
5. Total Client Cost