The financial advisor is a key, especially when the investor is not a professional in this sector. Here are the main characteristics that must be met...
Moris Beracha.- Friends and acquaintances constantly ask me: “Moris, what is the most important thing to keep in mind when it comes to investing?” I always tell them that the most important thing is to choose carefully the person who will invest for them.
The financial advisor is a key, especially when the investor is not a professional in this sector. I will list those that, for me, are the main characteristics that must be met:
Understand the needs of the client: adjusting his proposals to the profile of the investor, whether daring, conservative, etc.
Explain your work well: who is willing to leave their money in the hands of a person who does not understand how it works?
Success record: experience is not improvised. Those advisors who can show a good list of services are, logically, the most advisable.
Shared value: for a good adviser, the priority should be that the client obtains benefits. From here, their benefits will be generated.
And you, what are you looking for in a financial advisor? Do you have any recommendations? I encourage you to share your opinion with me through comments.