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12 Questions To Ask A Financial Adviser

What Questions you asked about investments by your financial advisor.

shipra_rawat
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12 Questions To Ask A Financial Adviser

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  1. 12Questions To Ask A FinancialAdviser

  2. 1 DO YOU GET PAID FOR SELLING PRODUCTS?

  3. 2 WHAT ARE YOUR QUALIFICATIONS AND CREDENTIALS?

  4. 3 WHICH SERVICES DO YOU PROVIDE?

  5. 4 HOW DO YOU CHARGE FOR SERVICES AND HOW MUCH?

  6. 5 WHAT KIND OF CLIENTS YOU HAVE?

  7. 6 CAN I HAVE A SIMPLE FINANCIAL PLAN?

  8. 7 HOW DO YOU CHARGE FOR SERVICE AND HOW MUCH?

  9. 8 HOW DO I COMMUNICATE WITH YOU WHEN I NEED

  10. 9 WHAT’S YOUR INVESTMENT PHILOSOPHY?

  11. 10 HOW DO YOU CALCULATE THE RETURNS?

  12. 11 WILL YOU CLARIFY WHEN NEEDED?

  13. 12 COULD YOU PROVIDE REFERENCES?

  14. 70% INVESTORS WORK WITH PROFESSIONAL ADVISERS

  15. CONTACT US ADDRESS: SCO-39, 1ST Floor, Sec-7 Huda Market, Faridabad, Haryana 121006 E-MAIL: info@gfswc.com BLOG : www.wealthbhai.com FACEBOOK:www.facebook.com/gfswc

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