Archive for December 2024
This article was forwarded to me by a client of mine. It was written by Mr. David Karp, who asked seven questions regarding one’s relationship with their advisor. These are excellent questions! I will repost Mr. Karp’s questions and responses, along with my own answers in red and bold.
Besides our family members and close friends, few relationships in life are as important as that of client and wealth advisor … and long lasting. After all, your wealth advisor is trusted with the financial well-being of you and your family, hopefully for generations to come. A good wealth advisor does much more than just manage your investments. He or she will get to know you and your family, your hopes and dreams and the legacy you want to leave. It’s a holistic approach that should be wholly based on the best interests of you and your family.
So how do you evaluate a wealth advisor to ensure you partner with someone who can provide the comprehensive, yet highly individualized set of solutions you need and deserve? Below are seven questions to ask prospective wealth advisors:
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The eBook version of my book “Entrepreneur Wealth Management Made Easy” is now free! on Amazon for the next three days. Go get it: https://shorturl.at/xKa8z
Note that Amazon will try to lure you into subscribing to their KindleUnlimitedwith the first big yellow button “Read for Free”, avoid that. Click the second deeper yellow button “Buy now with 1-click” instead.
This is my New Year gift for all entrepreneurs out there. Please forward to your entrepreneur friends.
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