ADVICE MATTERS
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Make your decision
After meeting with prospective advisors and checking their references, it’s time to make a decision. An advisor’s competence and skills should be the top criteria, followed by trust and open communication. In the end, it’s more important to get good advice than it is to be friends.

Look through this list and see whether you agree with the majority of the statements below for any of the advisors you interviewed.

  • I feel comfortable with this advisor.
  • I feel I can trust this advisor to put my interests first.
  • I feel I can trust this advisor with my personal information.
  • I feel the advisor listens to me.
  • I understand and feel comfortable with the advisor’s approach to investing.
  • I understand how the advisor charges for service.
  • The advisor has a strong educational background, good references and a clean track record.
  • The advisor seems to understand my goals and my feelings about risk.
  • The advisor shows an independent approach in selecting investment products.
  • The advisor works with a broad range of products.
  • The advisor can provide advice in the areas I need, e.g. debt management, investing, insurance, tax planning.
 
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