PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND FIRMS YOU INVEST WITH

June 29, 2019
PAY ATTENTION TO THE CULTURE OF THE PEOPLE AND
FIRMS YOU INVEST WITH

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Investment Management Associate (CIMA)

Does the advisor:

  • Understand & agree with your objectives?
  • Pay attention to your comfort levels?
  • Have a realistic & workable plan to achieve your goals?
  • Have the same values & priorities?
  • Emphasize long-term outcomes & investments?

Watch the related WEALTHTRACK episode.


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