finding a financial advisor

Do the Tools or the Relationship Make a Good Financial Advisor

October 30, 2020Posted in Asset Management, Financial Planning, Investment, Investment Strategy, Retirement Accounts, Wealth ManagementWritten by Nikki SutcliffeLeave a comment

When it comes to automating tasks and gathering data, technology takes the lead. But when it comes to interpreting the data and comparing it with clients’ unique financial goals, human interaction is key. A good financial advisor combines both technology tools and personal relationships to give clients positive investment experiences and positive returns.

How to Find a Financial Advisor that is Right for You

November 15, 2019Posted in Asset Management, Financial Planning, Investment, Wealth ManagementWritten by Andrew BrinkmanLeave a comment
how to find a financial advisor team with computer and chart graph

When it comes to how to find a financial advisor (or financial advisory firm) that’s right for you, it’s important to ask the right questions and do your homework. This article includes three key questions you can ask that can help find a financial advisor for you, while introducing you to the dirty secrets from Wall Street insider Ed Butowsky that will help you protect your portfolio.

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