1 / 1

5 Question Ask Before Hiring a Financial Advisor

Before hiring a certified financial planner in Michigan. So there are list of question you should now. Feel free to contact Nadineu2019s office to set up a free half-hour consultation to start you on your path to a clearer and understandable financial direction.

anewpathfinancial
Télécharger la présentation

5 Question Ask Before Hiring a Financial Advisor

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. 5 QUESTION ASK BEFORE HIRING A FINANCIAL ADVISOR Before hiring a certified financial planner in michigan. So there are list of question you should now. QUESTION 1 WHAT EDUCATION DID THEY RECIEVE? Whatever education he or she received is related to business or finance. QUESTION 2 WHAT DEGREE DID THEY HOLD They are various degree financial hold by financial; advisor QUESTION 3 GO THROUGH THE REVIEWS BY HIS CURRENT AND PAST CLIENTS All those reviews say about his or her work, are they really capable what they promise QUESTION 4 WHAT SERVICE THEY DO OFFER Not all financial advisor provide all the service - so choose that one who provide the service you have required. QUESTION 5 HOW TO THEY TAKE PAYMENT Some charges on an hour basis and some charge on the month basis. W W W . A N E W P A T H F I N A N C I A L . C O M / T E A M / N A D I N E - B U R N S

More Related