Have you ever wondered how to select a wealth advisor who not only has the optimal combination of products and services, but also proven experience, verifiable competency, and the ability to really listen?
Do you ask yourself – will I receive personal attention or be one of thousands of customers? What other questions should I ask?
The challenge is that most firms look and sound the same.
Coming this fall, my latest book, Money and Meaning: What I’ve Learned from Advising the Very Wealthy, offers more than two dozen considerations to improve the odds of you making the right choice when selecting a new wealth advisor.
