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Should You Fire Your Investment Advisor? 10 Things Your Financial Advisor Wants to Know


When it comes to managing your finances and investment portfolio, no one is more influential than your financial advisor. But did you know that most financial advisors don’t focus on what their clients actually want? No, this doesn’t mean that you should fire your investment advisor. Instead, you must understand that there’s generally a major disconnect between investment advisors and their clients. Aim to bridge the communication gap, and then reassess whether or not your investment advisor is truly working for you. Here’s what your financial advisor wants to know: Your goals. Most financial planners focus their advice on investment portfolios, especially since this is where they collect their fees and commission. Most investors, on the other hand, are focused more on protection and security than strict investment advice. Your interaction preferences. Transparency is paramount to the financial advisor and investor relationship. While quarterly communications are standard in the industry, ... Read More »

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