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Published byOtium Otium Advisory Modified over 6 years ago
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How to Hire a Financial Advisor
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Decide whether you need an advisor.
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Choose the type of advisor you need
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Learn the difference between commission- based, fee-based, and fee-only advisors.
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Finding a Reputable Advisor
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Solicit referrals from your family or friends
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Get a recommendation from a professional
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Look for someone with certifications
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Search for financial advisors in your community
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Interviewing Prospective Advisors
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Ask a potential advisor about her approach
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Ask about his performance
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Inquire about how the advisor is compensated
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Ask if he is legally bound to act in your best interest
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Trust your gut
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Knowing When to Find a New Advisor
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Look for a new advisor if yours is inattentive
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Look for a new advisor if yours doesn't meet goal
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Look for a new advisor if yours lets you be the dictator
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Presentation by Otium Advisory Group Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles Phone: (562) 294-1781 WEBSITE: https://otiumag.com/https://otiumag.com/
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