You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.
Ivan M. Illan, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.
Once you know what type of responses are best, you'll be able to
uncover hidden conflicts of interest; determine what motivates an advisor; evaluate an advisor's intelligence;...
You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.
You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.
Ivan M. Illan, a longtime financial advisor to high net worth families, walks you through ten simple questions to ask your current advisor to determine if he or she should stay on the job, and so you can hire the best qualified person on the first try.
Once you know what type of responses are best, you'll be able to
uncover hidden conflicts of interest; determine what motivates an advisor; evaluate an advisor's intelligence;...
You've worked too hard for your money to let it be squandered by someone who only wants to line their own pockets with commissions.
