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.
Impact’21 | Jan Geldmacher
Transcript of Alan Olsen interviewing Jan Geldmacher for the American Dreams Show at Impact’21: Alan Olsen: I’m here today with Jan Geldmacher. Jan, Welcome. Jan Geldmacher: Thank you, Alan. Alan Olsen: So Jan, you’ve had extensive experience primarily in the phone telecommunication industry. And, and so give us an update what you’re working on today. And what…
Impact’21 | Kenneth Bossung, CEO of Infinadeck
Transcript of Alan Olsen interviewing Kenneth Bossung, CEO of Infinadeck at Impact’21 for the American Dreams Show: Alan Olsen: I’m visiting here today with Ken Bossung welcome, Kenneth Bossung: Alan, how are you? Thank you, great speaking with you. Alan Olsen: So Ken, what brought you to the Impact Global Venture conference today? Kenneth Bossung: So Jack Crawford, from…
Impact’21 | Vas Bhandarkar, CEO of ScoreData
Transcript of Alan Olsen interviewing Vas Bhandarkar, CEO of ScoreData at Impact’21 for the American Dreams Show: Alan Olsen: I visiting here today with Vas Bhandarkar. He’s the founder and the CEO of Vas Bhandarkar: ScoreData Corporation Alan Olsen: ScoreData Corporation. And ScoreData Corporation (for the listeners) does what? Vas Bhandarkar: ScoreData Corporation builds, helps businesses build predictive models,…
Impact’21 | Festus Ezeli
Transcript of Festus Ezeli interview by Alan Olsen, Host of the American Dreams Show at Impact’21: Alan Olsen: I’m here with Festus Ezeli. Festus. Welcome. Festus Ezeli: Thank you so much for having me Alan, Alan Olsen: So Festus, It’s It’s an honor to have you here with us today I’ve went the Impact Global…