Expert advice

  • Identify opportunities and make appropriate recommendations
  • Observe and adjust strategy if there are problem areas
  • Provide alternatives with pros and cons
  • Recommend other professionals/experts
  • Your responsibilities to your advisor
  • Communication
  • Ask questions to ensure you understand
  • Disclose the information required
  • Be honest with yourself and your advisor about your risk tolerance
  • Keep your advisor up to date on your situation
  • Respond quickly
  • Commitment
  • Go to your meetings prepared
  • Be committed to achieving your goals
  • Stay informed about your investments
  • Keep documentation
  • Advisor qualifications
  • If you work with a financial advisor whose expertise you trust, you will likely feel more confident about reaching your financial goals.
  • All advisors must also meet I-R regulatory requirements to offer great services.