If you have ever purchased a new car, you know there are literally thousands—if not hundreds of thousands—of options that could fit your basic needs. However, once you identify your most important needs, you can narrow your search and find a vehicle that best meets those needs. After doing that, gone are the days of heading down to your local car dealer to purchase your new car. We now have the entire country’s inventory at our fingertips through the internet.
While wealth managers are not the commodity that vehicles are, certain advisors do offer different options than others, and this should not be overlooked. Much like your search for a new car, you can easily find a financial advisor who appears to meet your planning needs via an internet search. However, it’s really crucial that you dig deeper to ensure your advisor provides the services you need and is the best fit for you and your financial goals. For this reason, we have compiled a step-by-step guide of how to choose a wealth manager, including key questions to ask and other tips for corporate executives.
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