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How to hire a financial advisor PowerPoint Presentation

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Slide 1 - How to Hire a Financial Advisor
Slide 2 - How to Hire a Financial Advisor
Slide 3 - How to Hire a Financial Advisor Decide whether you need an advisor.
Slide 4 - How to Hire a Financial Advisor Decide whether you need an advisor.
Slide 5 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need
Slide 6 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need
Slide 7 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors.
Slide 8 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors.
Slide 9 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2
Slide 10 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor
Slide 11 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor
Slide 12 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends
Slide 13 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends
Slide 14 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional
Slide 15 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional
Slide 16 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications
Slide 17 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications
Slide 18 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community
Slide 19 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community
Slide 20 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3
Slide 21 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors
Slide 22 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors
Slide 23 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach
Slide 24 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach
Slide 25 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance
Slide 26 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance
Slide 27 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated
Slide 28 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated
Slide 29 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest
Slide 30 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest
Slide 31 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut
Slide 32 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut
Slide 33 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4
Slide 34 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor
Slide 35 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor
Slide 36 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive
Slide 37 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive
Slide 38 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive Look for a new advisor if yours doesn't meet goal
Slide 39 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive Look for a new advisor if yours doesn't meet goal
Slide 40 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive Look for a new advisor if yours doesn't meet goal Look for a new advisor if yours lets you be the dictator
Slide 41 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive Look for a new advisor if yours doesn't meet goal Look for a new advisor if yours lets you be the dictator
Slide 42 - How to Hire a Financial Advisor Decide whether you need an advisor. Choose the type of advisor you need Learn the difference between commission-based, fee-based, and fee-only advisors. PART-2 Finding a Reputable Advisor Solicit referrals from your family or friends Get a recommendation from a professional Look for someone with certifications Search for financial advisors in your community PART-3 Interviewing Prospective Advisors Ask a potential advisor about her approach Ask about his performance Inquire about how the advisor is compensated Ask if he is legally bound to act in your best interest Trust your gut PART-4 Knowing When to Find a New Advisor Look for a new advisor if yours is inattentive Look for a new advisor if yours doesn't meet goal Look for a new advisor if yours lets you be the dictator Presentation by Otium Advisory Group Address: 12100 WIlshire Blvd, 8th Floor, Los Angeles Phone: (562) 294-1781 WEBSITE: https://otiumag.com/
 

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