7. We ask questions to really understand your needs and objectives.
We ask a myriad of questions that allow us to truly understand your needs and your objectives. When looking for a financial advisor, look to see who is doing most of the talking. An advisor who has your best interests at heart will typically ask you a lot of questions - about you, your family, your situation, your life vision, and your fears - and they will listen to your answers. This might be a written questionnaire or questions asked in an introductory meeting. Regardless of the method used, it is important that the advisor makes a genuine effort to find out about you, your needs, your values, your worries, and your vision. Be wary of anyone who immediately launches into selling you on their service or a specific product without taking time to get to know your needs.
*To see the whole list of "117 Things" in progress, click here.