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Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...
Phase 1: Laying the Groundwork. The first phase of new client onboarding largely revolves around gathering information and completing the necessary paperwork once an investor decides they'd like ...
Some of the best referral sources for financial advisors may be your existing clients, but there are other […] The post Best Referral Sources for Financial Advisors (2023) appeared first on ...
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Cons. Unclear fees. Some advisors may be unclear on their fees and when they get paid. But as a client, this is something that you need total clarity on from your advisor. “It is important to ...
In-Person Meetings. Before COVID-19, most advisors met with a typical client in person about once or twice a year. In our survey, 34% of advisors say they met with a typical client once a year and ...
Private. [1] Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals ...