Investor Crunch

Now, more than ever, investors need a trusted source of wisdom.

12 Questions financial advisors should be prepared to answer…

01

Why are you a Financial Advisor? What is the Purpose of your business?

02

How will you help me manage my total Wealth, not just my Investments?

03

What are the underlying Principles that guide your investment decisions?

04

What are the fundamental Principles that guide your Wealth Management Process?

05

Do you have access to financial solutions outside of your firm?

06

How many clients do you have and how much attention will I receive?

07

What will our relationship look like going forward?

08

What do you expect from me? What are my responsibilities?

09

How do you manage your own Wealth?

10

Describe the results you have had with people like me.

11

Please tell me how your compensation is aligned with my best interests.

12

Bottom line…why should I trust you with my Wealth?

Get In Touch…

Connect with us socially to stay updated.