There are always protocols to be followed in getting the best financial advisor. Friends and family can always refer you to successful financial advisors they have worked with in the past. Always ensure that the financial advisor you go for will not disappoint. Your financial advisor should fix you in their program so as to have ample time to meet with you. If your financial advisor has a busy schedule, they may not be in a position to meet with you as often as you would like. If your Jon Moulton Edison Risk financial advisor will not be available, they should let you know if they will be in a position to send someone else preferably an assistant to work on their behalf. Always contact your financial advisor whenever you find that their referrals are not as helpful as you had thought.
Your financial advisor should always provide you with detailed financial plans. If your financial advisor does not have one available, they can always refer to a former client’s financial plan so as to keep you updated. The samples given to you by your financial advisor should guide you towards attaining your financial freedom.
Your financial advisor should brief you on the payment method that they are most comfortable with. There are various ways through which financial advisors are compensated. A financial advisor can always get paid based on the services offered.The other method is where a financial advisor gets a certain percentage of the total investment.
Your financial advisor should have gone through formal training on financial management.Your financial advisor should have passed all the tests and gained a lot of knowledge on financial planning. Your financial advisor should have dealt with cases similar to yours in the past and have a successful track record. A financial advisor who cannot refer you to previous customers may not be reliable.
You should inquire about the number of clients that your financial advisor handles so as to check on their availability. A good financial advisor should be flexible. It always feels safe and comfortable if your financial advisor is willing to serve you from your home. Meetings held with your financial advisor at their office would save them from carrying loads of paperwork to your house.
You should always ask if your financial advisor is an all round person. .Having a financial advisor who is competent in all areas will save you the hassle of having to hire the services of multiple financial advisors.