A financial adviser (or advisor) is a professional who renders financial services to clients. Financial advisors typically provide clients/customers with financial products and services, depending on the licenses they hold and the training they have had. For example, an insurance agent may be qualified to sell both life insurance and variable annuities. A broker may also be a financial planner. A financial advisor may create financial plans for clients or sell financial products, or a combination of both.

  • Here are some of your queries to ask with a Financial Consultant

  • 1. How do you charge for your services, and how much?
  • 2. What licenses, credentials or other certifications do you have?
  • 3. What services do you/does your firm provide?
  • 4. What types of clients do you specialize in?
  • 5. Could I see a sample financial plan?
  • 6. What is your investment approach?
  • 7. How much contact do you have with your clients?
  • 8. Will I be working only with you or with a team?
  • 9. What makes your client experience unique?
  • 10. Did he or she ask me questions and seem to be interested in me?