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 to the client is not immediately apparent from any of these names, but this becomes very clear when you focus on 5 key areas.
1. Fiduciary Distinctions
2. Financial Planning
3. Investment Management
4. Client Service
5. Total Client Cost