People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Parts 1 and 2 addressed the first four of five questions people really should ask when coming face-to face with a wealth advisor or anyone selling investment products. The answer to the fifth and final question will quickly reveal what kind of investment provider you are dealing with, and whose interests might take priority in any future relationship. Not a SYM client? Put your current advisor to the test.
The fifth and final question is one of critical importance: Will you accept the responsibility to put my best interests first?