Back to Search
Start Over
Finding the perfect advisor.
- 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