These days, investors deserve a lot more from a financial advisor than simply a set-and-forget investment line-up. But how do you differentiate good advice from a sales pitch in disguise? In her November 30th Grand Rapids Business Journal article, Anastasia Wiese, JD, CFP® offers five qualities to seek in a financial advisor relationship.
It starts with advice that is both timeless and timely. In other words, an advisor’s counsel should be guided by solid principles that never go out of style. But it should also remain relevant in an ever-changing world, and be personalized to address your unique circumstances.
A good advisor should also be adept at managing both the parts and the whole of your financial interests. Most important, your advisor should be a fiduciary across their entire relationship with you. Their advice should always and only be in your highest financial interests.
For more good ideas about good advice, you can read Anastasia’s full article here.