How to Find the Right Investment Advisor
Are you looking to invest? Perhaps you just want some help with your financial planning or even your estate planning. Finding someone that can truly help you is difficult sometimes, simply because there are so many options to choose from. The Internet is full of so-called experts that can help you make wise investments and financial decisions, but how do you know whom you can really trust?
It takes some work, but we’re talking about your financial future, which is definitely worth the time and effort. There are several things you can do when you are looking for the right investment advisor. Let’s take a look at a few of them.
- Shop around – take the time to interview several candidates and make sure they can meet your needs.
- Experience counts – although everyone has to start somewhere, there is definitely something to be said for an investment advisor with real experience.
- They do get paid – financial and investment advisors get paid for their services so you need to make sure you understand how their pay structure works. That’s because they can all differ. For example, financial planners and stockbrokers are usually paid differently.
- Considers your needs – look for someone who is invested in you and your needs and who can come up with a plan that fits those needs.
The bottom line is it’s your money and your future. Make sure you do your homework before making any big decisions regarding your investments and financial planning. You can learn more about choosing a good investment advisor by clicking here. You can also learn more about our other services here.
To receive our free newsletter, contact us here.
Subscribe to our YouTube Channel for more interviews and updates.
This transcript was generated by software and may not accurately reflect exactly what was said.
Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com. GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.
Alan L. Olsen, CPA, Wikipedia Bio
GROCO.com is a proud sponsor of The American Dreams Show.
How Do Leaders Continue to Improve Their Leadership Skills?
How Do Leaders Continue to Improve Their Leadership Skills? What makes a great leader? This is a topic that I have discussed with many of the country’s top business leaders over the years. Everyone answers this question in his or her own unique way, they typically end up describing the same types of traits and…
What Do You Value in a Company?
What Do You Value in a Company? Startup companies are a dime-a-dozen, and many of them are looking for investment help from larger companies or in most cases investment bankers, also known as venture capitalists. Venture capitalists have a lot of money at their disposal but they don’t become successful by simply tossing money at…
Where Do You Find Good Ideas To Start A Business?
Where Do You Find Good Ideas To Start A Business? Just about everybody has a great idea from time to time. Some people run with those ideas and set out a course to make those ideas become a reality. Other ideas never get off the ground because they never move beyond the idea stage. Often…
Six Secrets of Effective Networking
Six Secrets of Effective Networking What’s in a network? Not your social network, but rather your business network. Networking is a well-known principle that continues to grow in the age of the Internet. Not only do people spend countless hours using their social networks, but also more and more business professionals and companies use digital…