From the course: Managing Your Finances in a Financial Downturn
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Keys to working with a financial advisor
From the course: Managing Your Finances in a Financial Downturn
Keys to working with a financial advisor
- We are getting calls regularly about working with us and serving as a client's financial advisor. The meeting can be done remotely, via phone or a web conference, or even in person during normal times. Today more than ever it's less important that your financial advisor be in your same zip code and more important that you have good synergy. Work with a financial advisor that you and your partner, if you have one, are both comfortable with. Unlike other professional relationships, your financial advisor is one you should keep for a very long time. We have clients that have been with us for three generations. So it's important you feel comfortable reaching out any time, in any way that you prefer to have a partnership approach to building your wealth and managing your investments. But even more important than ever, especially in this environment, you want to find a team that has depth of experience navigating clients…
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