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Why I say Trust & Competency in Your Financial Adviser is Less Important
By Investment Moats  •  September 24, 2019
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

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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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