I have found through the years, a majority of investors do not have any criteria for researching, analyzing, or choosing a financial advisor, other than by appearance, charisma, or just a simple plain “gut” feeling.
In an effort to help investors know what the right questions are to ask a Financial Advisor, there is a guide which lists “16 Questions You Should Ask A Financial Advisor – BEFORE You Hire One”
When you use this guide, you will have
a selection process for choosing
the advisor right for you.
In this guide, you will learn how to ask:
- What services the financial advisor provides – so you know if the services are right for your unique situation
- If the financial advisor has earned any certifications and/or professional designations
- What are the most common mistakes folks make when they choose a financial advisor
- Where to find a brochure with fill-in-the-blanks that helps you keep track of the advisor’s answers to the questions you ask them
- And much more!
To receive a copy of this guide, just enter your name and e-mail address and you can receive your free guide, “16 Questions You Should Ask A Financial Advisor – BEFORE You Hire One”.
* * * * *
Martin V. Higgins is a Registered Representative and offers securities through Mutual of Omaha Investor Services,Inc., a Registered Broker/Dealer, Member FINRA/SIPC and an Investment Advisor Representative and offers Advisory services offered through Mutual of Omaha Investor Services, Inc., an SEC Registered Investment Advisory Firm. Family Wealth Management, The International Educational Finance Institute, LLC and Mutual of Omaha Investor Services, Inc. are not affiliated.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.
Located at: 9000 Lincoln Drive East, Suite 300, Marlton, NJ 08053.
This information was prepared by The International Educational Finance Institute, LLC. The information provided is from a third party and is intended for general information purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.