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6. How do I pick the right financial professional to work with me?Aside from you and your family, there are two key parties who play critical roles in this process — the financial professional who helps you plot a course, and the financial services companies that provide the associated product solutions. When choosing a financial professional, work with someone who is not only competent, but also inspires your trust and confidence. The best financial professionals are good listeners who seek to fully understand your circumstances and financial objectives before ever proposing possible solutions. They should have access to product solutions from multiple fine companies, should clearly explain how they get paid for their services, and should provide references upon request. Lastly, make sure your financial professional has a solid support network behind them — those affiliated with a strong, reputable firm will likely have access to better resources to support your changing needs for many years to come. |
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