Financial advisors (FAs) are an integral part of the planning team every adult should have. Although FAs come in a wide variety of ages, experience, backgrounds, skill, education, and core beliefs, the top FAs all have the following things in common – they provide the highest levels of client care and client contact/follow-up, they consistently seek knowledge to better serve their clients and educate themselves beyond the continuing education requirements for licensing, they work collaboratively with the other members of the planning team (attorney and CPA) and they make it their business to be proactive with families in the role of counselor. Don’t leave the selection of your FA to chance. Ask your attorney or CPA for the name(s) of their top FA recommendation(s), then interview them until you find the right fit for you.
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