7 Traits Shared by Every Good Financial Adviser
by Jaime Eckels, CFP, Relationship Manager, Plante Moran Financial Advisors
Mar 12, 2019
3 minutes
Thanks to steady technological advances, financial advisers now come in all different shapes and sizes. Gone is the stereotypical besuited man behind a mahogany desk. Now the options range from faceless "robo-advisers" to your friendly neighborhood independent adviser, and everything in between.
Despite this smorgasbord of choices, it can still be hard for people to figure out what, if anything, their adviser does that's better than the alternative. There are the obvious market benchmarks that can be used as a measuring stick, but beyond the cold financial figures lies the most important question: How do you
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