1 / 15

12 Questions To Ask A Financial Adviser

What Questions you asked about investments by your financial advisor.

shipra_rawat
Télécharger la présentation

12 Questions To Ask A Financial Adviser

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. 12Questions To Ask A FinancialAdviser

  2. 1 DO YOU GET PAID FOR SELLING PRODUCTS?

  3. 2 WHAT ARE YOUR QUALIFICATIONS AND CREDENTIALS?

  4. 3 WHICH SERVICES DO YOU PROVIDE?

  5. 4 HOW DO YOU CHARGE FOR SERVICES AND HOW MUCH?

  6. 5 WHAT KIND OF CLIENTS YOU HAVE?

  7. 6 CAN I HAVE A SIMPLE FINANCIAL PLAN?

  8. 7 HOW DO YOU CHARGE FOR SERVICE AND HOW MUCH?

  9. 8 HOW DO I COMMUNICATE WITH YOU WHEN I NEED

  10. 9 WHAT’S YOUR INVESTMENT PHILOSOPHY?

  11. 10 HOW DO YOU CALCULATE THE RETURNS?

  12. 11 WILL YOU CLARIFY WHEN NEEDED?

  13. 12 COULD YOU PROVIDE REFERENCES?

  14. 70% INVESTORS WORK WITH PROFESSIONAL ADVISERS

  15. CONTACT US ADDRESS: SCO-39, 1ST Floor, Sec-7 Huda Market, Faridabad, Haryana 121006 E-MAIL: info@gfswc.com BLOG : www.wealthbhai.com FACEBOOK:www.facebook.com/gfswc

More Related