Option 3: Meet Several Advisors to Compare Their Brands

In addition to getting several references from other people, go and personally check out several advisors. This is especially useful if you don’t know the brand you’re looking for. Your research may lead you to compare and contrast various brands and business styles. You may discover that certain brands are not the best fit after you have gotten experience searching through a broader selection of potential advisors.

Let’s say for example that instead of a financial advisor, you were looking for someone to paint the interior of your house. At first, you might think that the brand of the painter is not critical. Any painter who is cheap and available will do. Absent the awareness of the brand ...

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