The Value Of Advice
Maintaining The Relationship
You've laid out your financial goals, interviewed with prospective Advisors, checked references, and decided on the Advisor that is right for you. Making that decision, however, is just the beginning of your relationship with your Advisor.
The most successful relationships are built through regular communication and an awareness of each person's responsibility. You've chosen your Advisor based on your investment goals, the complexity of your financial situation, and the type of relationship you were looking for.
Since your relationship with your Advisor will be a long-term commitment that results in a significant impact on your lifestyle, it is essential that you maintain an open line of communication and discuss any changes, concerns, or needs as they arise.
Working with and maintaining a good relationship with your Advisor will help both of you achieve your future goals and objectives.