Questions to Ask Your Financial Advisor
Understanding The Differences
Selecting a financial advisor is an extremely personal, important, and challenging task.
One of the key issues consumers and institutions face is how to select their financial advisor. So many people sound the same and, on the surface, seem to be indistinguishable. The key is to understand the tangible and intangible differences.
Selecting the right advisor does require homework and putting in some effort — but few things are more important than your financial well being. So, how do you tell who is a good advisor? Unlike a physician or CPA, the educational background required of financial advisors is not standardized. This list of questions and articles from publications/news organizations will provide investors a good starting point in identifying the key attributes they may want to consider. JIC’s financial advisor blog also posts relevant articles.