Financial Planning for a Marketing Budget

Independent advisors are generally fee-based, which suggests that their fee is a set percentage of the assets that they are handling for you. This system aligns the consultant’s compensation straight with your success. Simply commission-based brokers at local branches of huge, nationwide firms, on the other hand, are paid a commission on the items they offer and may be limited to selling their company’s exclusive items.

To assist you choose if an independent consultant is the most proper financial advisor marketing for you, consider the following questions:

* Is your portfolio ending up being too complex or time-consuming to handle on your own?

* Is your portfolio no longer fulfilling your goals and goals?

* Do you want a disciplined investment strategy that is customized to your individual objectives?

* Do you wish to participate in regular meetings with your consultant and delegate the majority of the everyday decisions?