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

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Presentation on theme: "How to Hire a Financial Advisor. Decide whether you need an advisor."— Presentation transcript:

1 How to Hire a Financial Advisor

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3 Decide whether you need an advisor.

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5 Choose the type of advisor you need

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

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10 Finding a Reputable Advisor

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12 Solicit referrals from your family or friends

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14 Get a recommendation from a professional

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16 Look for someone with certifications

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18 Search for financial advisors in your community

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21 Interviewing Prospective Advisors

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23 Ask a potential advisor about her approach

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25 Ask about his performance

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27 Inquire about how the advisor is compensated

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

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31 Trust your gut

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34 Knowing When to Find a New Advisor

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36 Look for a new advisor if yours is inattentive

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

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

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42 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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