How to Hire a Financial Advisor. Decide whether you need an advisor.

Slides:



Advertisements
Similar presentations
MONEY WORKS FOR WOMEN CHOOSING A FINANCIAL PROFESSIONAL.
Advertisements

Bathroom Remodeling Contractors Westchester, NY Phone:
Linked-In Basics and Networking Tool Finding your way into the right connection.
CERTIFIED PERSONAL FINANCIAL ADVISOR. CPFA Independent Financial Advisors are an important and growing segment of professionals who contribute to the.
HOW TO FIND INTERNSHIP OPPORTUNITIES. Two main ways to search for an internship 1) Online  BU CareerLink (both SMG and for all of BU)  Web Resources.
Do you want to get tips to select a good California divorce lawyer. If yes, here we have listed a few of the best and useful tips to help you in this regard.California.
4.3 Apply for a Job Goals:  Identify ways to find out about job openings.  Describe the job application process.
McGraw-Hill/Irwin PPT Module 26 Researching Jobs ©2007, The McGraw-Hill Companies, All Rights Reserved.
How to Find a Job via LinkedIn Rachel K. Bicknell Bicknell Consulting Rachel at BicknellConsulting dot com.
Use outside advisors to give you the insight you need to grow your business Choosing Business Advisors.
4.3 Apply for a Job Goals: Identify ways to find out about job openings. Describe the job application process.
ONLINE RESOURCES. 5W+H RULE Anyone (professionals, students, idiots, terrorists, etc.) can post something online for the world to read, which makes it.
Researching Jobs Module Twenty Six Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved. McGraw-Hill/Irwin.
How to make it work for you. What is a referral? Types of referrals? Why do we want referrals? Problems with gaining referrals Successful Referral Process.
RELATIONSHIPS HEALTHY/UNHEALTHY WAYS TO END UNHEALTHY.
BASICS STRATEGIES NETWORKING. What is Networking???? The process of expanding your contacts and developing relationships with people. “Its not what you.
©2012 Cengage Learning. All Rights Reserved. May not be scanned, copied or duplicated, or posted to a publicly accessible website, in whole or in part.
Lesson 6.4 – Which is the Best Method? (Page 399)
The Things That You Need To Know About Agents. Session Agenda Why Do I Need To Know This? What Do I Need to Know? What Should I Do Next? Who Can I Talk.
Things To Ask Your Listing Agent During Your First Meeting For Real Estate Marketing Tips Reach
How to Choose a Realtor to Sell Your Northern Virginia Home
Benefits of Hiring Cheap Divorce Lawyers. Are You Uneasy of The Word “Cheap?” A lot of people might feel that way especially when it comes to making an.
Choosing a Locksmith? Here Are The Important Things To Consider….
Presents Tips for Choosing the Right Divorce Attorney.
The Benefits of Buying a Financial Advisory Book of Business.
Kaplan University LS 622 Unit Six Townhall June 27, 2011 John Gray (slides from various sources)
How To Build Your Business. Use a smart phone to take the video testimonial It is EASY to Shoot a video testimonial.
Hire Reliable Professional Handyman in Ottawa. If you are one of those people who are not fortunate enough to have the right skills and time for home.
3 Things to Know Before Procure Medical Waste Disposal Services
LOGO HOW TO FIND THE RIGHT HANDYMAN The Benefits The Questions Contact Information Goes Here Even the handiest of homeowners find that they need to have.
What does yours look like? Your Digital Footprint.
Create An Effective Financial Plan for your Business in Los Angeles
Find Best Tax Prepare in Hollywood
Hire Reliable Accountants Los Angeles
Top Los Angeles CPA Firm
Factors to Consider When Hiring a Criminal Defense Attorney
Avoiding Identity Theft is the goal, but if you become a victim…
Recruitment Recruitment refers to the overall process of attracting, selecting and appointing suitable candidates for jobs within an organization Process.
OSCCT Career Services Workshop NETWORKING
HEALTHY/UNHEALTHY WAYS TO END UNHEALTHY
Real Estate in 2016 Led by Dan Suwinski.
Working With Financial Professionals
Developing Your Individual Job Search Plan
Creating AGB: Advisor Generated Business
Welcome to Velin & Associates, Inc.
Job Applications and References
Tips for choosing a home health care service provider
The Money Savvy Blueprint
How To Build Your Business
Job Hunting.
PROSPECTING (Part Three)
Find out Experienced CPA for Physician
Hire A Movers & Packers With Confidence
How to Select A Financial Advisor
Hiring a Private Security Guards Company
How to Choose the Professional Lawyer?. Personality This is a very important quality that is often overlooked during the attorney selection process. You.
DO YOU NEED A FINANCIAL ADVISOR?
Olweus class meeting “sticking together” to improve our school community October 28, 2014.
Verify and Validate Online Resources.
What you do after the interview can determine whether you get a job
© 2018 Referrals You get referrals, not to help you, but to help the prospective customer! © 2018.
Who Can Help With Arrangements That Support Self-Determination?
Chapter 6 Finding a Job.
Successful Interviewing Techniques
How to Find the Best Workers Comp Attorney. Finding the best workers comp attorney is important if you have been injured at work and have not been compensated.
Deprez Leadership Who Are We - Deprez Leadership provides services for assessing the future of the business and family after the unexpected death of the.
Starting Versus Buying a Business
DO YOU NEED A FINANCIAL ADVISOR?
Presentation transcript:

How to Hire a Financial Advisor

Decide whether you need an advisor.

Choose the type of advisor you need

Learn the difference between commission- based, fee-based, and fee-only advisors.

Finding a Reputable Advisor

Solicit referrals from your family or friends

Get a recommendation from a professional

Look for someone with certifications

Search for financial advisors in your community

Interviewing Prospective Advisors

Ask a potential advisor about her approach

Ask about his performance

Inquire about how the advisor is compensated

Ask if he is legally bound to act in your best interest

Trust your gut

Knowing When to Find a New Advisor

Look for a new advisor if yours is inattentive

Look for a new advisor if yours doesn't meet goal

Look for a new advisor if yours lets you be the dictator

Presentation by Otium Advisory Group  Address: WIlshire Blvd, 8th Floor, Los Angeles  Phone: (562)  WEBSITE:

Feedback: Privacy Policy Feedback
Do Not Sell My Personal Information
About project: SlidePlayer Terms of Service

© 2025 SlidePlayer.com. Inc. All rights reserved.