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In other words, must you legally and ethically put my interests above your own? (6) Do you meet with your clients at least three times a year to refine their portfolio and find out how events in their lives may have changed their financial goals? (7) Do you return phone calls the same day you receive them, and are you available to answer questions as they arise? (8) When you wake up each morning, do you ask yourself how you can best be of help to your clients that day? Adjust these questions as you see fit, and depending upon what your own objectives and needs are from an advisor. Article: You may like your financial advisor, but is he really looking out for you? All advisors are not created equal, and you have a right to know what makes them different! You also have a right to ask yours if he compares! (1) Do you use a holistic sameness to financial planning by determining my values and goals? (2) Do you work on a fee-only basis, a helping basis, or both, and why? (3) Do you have company-established insurance requirements, or do you recommend insurance only when it is needed by your clients? (4) Do you strive to ‘beat’ the market through timing and selection, or do you have confidence in that attempts to do so are not worth the ulterior level of fees and risk? Are you hip that a vast majority of my returns will be based on benefit allocation, rather than timing and selection? (5) Are you a Registered Investment Advisor, and therefore a fiduciary? In other words, must you legally and ethically put my interests ascendant your own? (6) Do you meet with your clients at least three times a year to refine their portfolio and find out how events in their lives may have converted their financial goals? (7) Do you return phone calls the same day you receive them, and are you on tap to assent questions as they arise? (8) When you wake up each morning, do you ask yourself how you can best be of help to your clients that day? Adjust these questions as you see fit, and depending upon what your own objectives and needs are from an advisor. The best notification is to never be milk-livered to ask! © 2004 Matthew S. Clement, All rights reserved QuitSmokingRightNow. - Quit smoking right now without patches, pills or gums, and without gaining any extra weight - guaranteed. Burn The Fat Feed The Muscle. - Diet & Weight Loss Secrets of Bodybuilders and Fitness Models: #1 Best Selling Diet & Fitness E-Book In Internet History! Article Index: | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 11 | 12 | 13 | 14 | 15 | 16 | 17 | 18 | 19 | 20 | 21 | 22 | 23 | 24 | 25 | 26 | 27 |
More Articles:1. July 2005: Hurricane Forecasts for Weather Traders By Ken Paone Summary: Although Dr. Bill Gray's updated hurricane forecast for 2005 calls for 15 named storms, with 8 of the 15 being hurricanes, orthodox meteorology cannot pinpoint the time and place for the origin of any of those future storms. My June forecast published on Ezinearticles.com entitled 'June 2005: Weather Forecasts for Weather Traders' called for tropical storm or hurricane formation between June 7 and 11, 2005 around 86 West Longitude and 24… 2. Financial Planning (Only Necessary If You Are Still Breathing) By James Louis Summary: Is that not a gift worth receiving?'The Wealthy Barber' will show you how to plan for your retirement, save for large purchases or future needs, invest, protect your family and avoid being victimized by financial blunders by exposing some financial products and services which you may not need, but are sure to be sold.Although the story is set in a Canadian town, the general methods and training provide a valuable education in personal fi… 3. Just Say 'NO' to Your Stock Broker By Al Thomas Summary: By that I mean he wants you to buy something.Currently we are in an advancing stock market and we all hope it is going to go higher and higher. Many are profoma meaning management is guessing.If you are one of those people who hopes the market will go back up so you can get out 'even' you are going to find that hope is the most expensive word in the dictionary. The smart thing is to listen to the market and do what it tells you.When any … 4. The Biggest Oil Opportunity in the World – And How You Can Profit From It By Leon Altman Summary: Where is the second biggest deposit of oil reserves in the world?In the oil sands region of Alberta, Canada. Other examples of new technology and extraction methods include burning bitumen instead of gas to produce steam, a solvent-assisted production technique called VAPEX and a system that injects air into the oil well and ignites it to stimulate oil flow.In addition to improvements in technology, higher oil prices are fueling expan… |