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Finding the perfect advisor.

Authors :
Cornell, Camilla
Source :
Profit; Mar2008, Vol. 27 Issue 1, p48-49, 2p
Publication Year :
2008

Abstract

The article focuses on finding the perfect financial advisor. To find a winner, ask other business owners for referrals and meet with at least three candidates. Ideally, the advisor should have several entrepreneurs as clients. A top-notch advisor promotes ongoing investor education. It states that an advisor who understands what one's business does, whether his or her family is involved and what keeps an individual up at night can tailor one's financial plan to his or her circumstances.

Details

Language :
English
ISSN :
11831324
Volume :
27
Issue :
1
Database :
Complementary Index
Journal :
Profit
Publication Type :
Periodical
Accession number :
30813249