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The best advisor will take his cues a person. Before you hire someone, recognize the financial goals you wish to meet, your assets plus liabilities, your risk threshold, and investment style. Are you currently self-directed or do you want specific help?
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Ask them something to get them talking. Such as you might want to ask them what their particular ideal client is like or describe a particular service for you. You want to hear answers which make you feel comfortable. Do these people represent a client similar to a person? Are they talking in terms that you could understand? Are they trying to connect with you and make you feel comfortable?

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