question archive Comment in detail on why you think each the following is important
Subject:AccountingPrice: Bought3
Comment in detail on why you think each the following is important.
1-What are your qualifications and credentials?
2-What services do you offer?
3-Will you have a fiduciary duty to me?
4-What is your approach to financial planning?
5-What types of clients do you typically work with?
6-Will you be the only advisor working with me?
7-How will I pay for your services?
8-How much do you typically charge?
9-Do others stand to gain from the financial advice you give me?
10-Have you ever been publicly disciplined for any unlawful or unethical actions in your career?