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106 Things We Do For Clients, No. 3


No. 3 of 106 Things We Do For Clients
3. Ask questions in order to understand your needs and objectives. When you interview with a financial advisor, pay close attention to who is doing the talking. An advisor who has your best interests at heart will typically ask you a lot of questions. This could be in the form of a written questionnaire prior to an initial interview or verbal questions when you first meet. Regardless of the method, what is important is that the advisor makes a genuine effort to find out about your needs first. Beware of the advisor who immediately launches into selling you on their service or a specific product without taking time to know your needs.

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