Why Bringing an Attorney to Speak With Your Financial Advisor Can Win You Brownie Points

The beautiful thing about having that attorney by your side is this — legal protection. That’s not to say that a financial advisor, for instance, would try to scam you (although you might find a few who would). But even the best financial advisors out there have a hard time really explaining how things work to a client who knows absolutely nothing about the business. An attorney, however — especially one well versed and specialized in finance, investments, and business law — can work with your advisor and get things squared away without you having to pick your own brain and move some shelves aroundRead More →

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Getting the Goods on a Lost Client of a Financial Advisor

No one likes losing a client. Whether it’s an attorney, or a bookkeeper, or even a taxi cab driver, when that potential account with money goes bye-bye, the world’s over. One may ask, though, why? Why did the account drop in the first place? And should you have a right to know if you’re prospecting a particular financial advisor to determine the best qualifications? The answer, in short, is YES. It’s Your Interview With the Financial Advisor Not the other way around. You, therefore, have the right to ask whatever questions you want to ask that financial advisor. It’s a consultation. That’s what it’s for. So goRead More →

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Why Quality Control’s Essential to the Financial Expert

One of the many questions a prospective client would ask of any financial expert in the field is this: have you had any complaints? Scary question. But a good customer will pose that inquiry with gusto, determining if said financial advisor truly does hold his/her own in the industry, perhaps with minimal issues. Why is this important? Wouldn’t you want to know whether or not the person you’re consulting with for your finances can handle the job based on past professional history? I would. You wouldn’t hire a lawyer who lost the last five cases due to being asleep at the desk, would you? The ReputationRead More →

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