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.
John Gatti – Partner at Loeb and Loeb
The workings of Law cover every aspect of life. From business agreements to marital disputes lawyers work to simplify complex issues and convince the jury of the innocence of their client. Law even covers the entertainment industry. Listen as John Gatti describes how different aspects of law work in entertainment. Transcript: John Gatti – Partner…
Brooke Elder – Founder of Social Tenacity
Entrepreneurs live a high risk life. From near bankruptcy, Brooke Elder was able to build Social Tenacity, a coaching network for marketers, to help others scale their business. Listen as she describes some of the secrets to her business’ success. Brooke Elder – Founder of Social Tenacity Transcript: Alan Olsen: Welcome to American Dreams. My…
Nick Nanton – Emmy Nominated Filmmaker
As a winner of 22 Emmy Awards, Movie Producer Nick Nanton has a great understanding of the arts and how to captivate the audience. His secret for doing such amazing work is surrounding himself with experts and allowing them to do their jobs. Listen to this American Dreams Episode to learn how he was able…
Gareb Shamus – Bringing NFTs to Super Heroes
Gareb Shamus Biography Gareb Shamus is a serial entrepreneur, visionary, and cultural catalyst who has influenced over a billion people through his businesses, communities, and relationships in the Superhero and character franchise worlds. As the founder and publisher of Wizard magazine, Shamus created the comic book industry’s most influential voice and grew Comic Con…