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(Virtual) How to Choose a Financial Advisor – Strategies To Help You Make the Best Choice Possible
February 9, 2021 @ 11:00 am - 12:00 pm Eastern
Why would you choose to work with a financial advisor? How will you select a small or a large firm, or an individual, to collaborate with….and what are the costs?
Join CBM and MBI, the firm’s financial advisory subsidiary, for an interactive presentation to help bring transparency to the overall process of selecting an advisor. Judy Barnhard, director of the firm’s professional services, wealth management and financial planning services, and Alex Seleznev, senior investment advisor and portfolio strategist, will initiate a one-hour discussion while taking questions, to help attendees better understand the true costs of investing as they consider different types of financial advisors to work with.
Judy and Alex will be explaining the following topics related to choosing a financial advisor:
- How to know what services you need
- What specialties to look out for in an advisor
- What the different credentials are (CFP, CFA, etc.) and what they mean
- How the size of a firm can impact how your portfolio is handled including how “Robo advisors” factor in
- How to evaluate compensation structures and investment fees
- …and much more
Hiring a financial advisor should clearly allow clients to understand the benefits and costs of working with a professional who will end up dedicating their expertise to learning about your retirement, tax planning, education and other financial goals, whatever they may be, and striving to help you achieve them.