Three Signs You Are Working With a Good Financial Advisor in Peachtree Corners


If you are smart, you already have a financial planner for your business. They can be a crucial tool when it comes to both maximizing the current financial health of your business and helping you create a strategy for the future. Of course, not every financial advisor in Peachtree Corners is created equally. Some are better than others. The following are three signs that you are working with a good financial planner.

  1. They Tweak Your Strategy – The market changes all the time. There are times when it’s wise to put a lot of your portfolio in big funds to mitigate your risk. There are other times where it’s a better idea to put your money in some more risky investments. A good financial advisor constantly tweaks your strategy to maximize your results over time.
  2. Communication – Of course, a good financial planner will have a lot clients. It’s still important that they communicate with you effectively. If your planner and their team take a long time to get back to your phone calls or emails, it may be a sign that they don’t properly value your business. Pay attention to their communication.
  3. No Urgency – A bad financial planner will constantly rush you into buying financial products via a false sense of urgency. If you feel constantly pressured by your advisor to try things, it’s a bad sign. Remember. They work for you, not the other way around.

These are three great signs you are working with a great financial advisor at your place of business. If you are in the market for a new financial advisor has to offer, contact the pros at Fricke & Associates, LLC.

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Author: Kendrick Wilkes

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