Real Estate Lawyer Question: Download Real Estate Lawyer PDF
Tell me what services do you offer? Will you be the only person working with me?
Answer:
our advisor should be actively involved in all decisions that pertain to your financial future and serve as your main point of contact for any questions you have regarding your account(s). You should always know who your direct contact will be, should you have any questions, and receive prompt and timely responses.
Your advisor should hold annual review meetings to review your financial plan and ensure it is up to date.
If your advisor's firm has an in-house team of experts—such as wealth planners, insurance advisors, research analysts, an investment committee or an operations team—make sure they explain whom you contact with specific questions and how the team provides enhanced value in their area of expertise.
Your advisor should hold annual review meetings to review your financial plan and ensure it is up to date.
If your advisor's firm has an in-house team of experts—such as wealth planners, insurance advisors, research analysts, an investment committee or an operations team—make sure they explain whom you contact with specific questions and how the team provides enhanced value in their area of expertise.
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