Cute Platelets that Clot and Binds
Last week, I wrote a post on Providend titled Here are the Top 3 Attributes of a Good Financial Adviser.
I thought it will give you some good examples how you could go about assessing a prospective financial adviser if you wish to engage one.
After I have published the article, I would like to share some thoughts about what goes into the thought process.
When I wanted to write such an article, I could not write it from my point of view since I have been more of a consumer, rather some of the feedback that I got from within the firm.
So this post sought to add more color and personal thoughts to it.
Why I left out Adviser Competency or Sophistication
An advisers ability to help you plan is very important and it is one of the main reasons we will