- What advice would you give a customer looking to hire a provider in your area of work?
First, investors should be aware of the many conflicts of interest present with many advisors and firms. Second, insist on an independent, fee-only advisor. Only independent, fee-only advisors are free of the many biases and conflicts of interest. They are the only advisors who are legally-obligated to place your interests first. Third, find an advisor who will tailor recommendations to your values, your objectives and goals. Of course, doing so will require the advisor to actually get to know you before rushing to make recommendations. Finally, for added peace of mind, search for an advisor who shares your values and beliefs.