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Before you make a decision to hire a new advisor, make sure to ask these seven questions so that you can better identify where the advisor works and what the advisor does.
There’s not a one-size-fits-all approach to financial advising. Where the advisor works (through a broker/dealer, registered investment adviser, or a hybrid of the two), how they get paid, the products they offer, and their position within the business are all just a few of the qualifications you should ask about before agreeing to work with someone.
What you need to know about a financial adviser centers around two key areas:
This short guide, sponsored by TFR Group, will help guide you in making the right decision by outlining the questions you should ask at the onset, leading you to think critically and make a sound decision about your financial health.
Download this free e-book now to get started on building a strong financial partnership with the right advisor!