Recognize What Is Important to You

Do you want an advisor who will take care of you as if you’re part of the family? Do you expect to be taken care of? If you do, be honest about it. If you don’t, then define what you do want in an advisor. Maintain a high standard and don’t settle for anything less.

In Chapter 13, “Know the Essence of Your Advisor’s Brand,” you were given the steps for finding an advisor. I suggested you compare advisors, interview their teams, and get proposals in writing. That is Part One in the process of finding the right advisor. Part Two is to sit down at length with the advisor you’ve identified. Your interview process should include questions that can help you know more about the nature of the relationship and whether ...

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