Questions for Building a Better Relationship with Your Association's Financial Advisor

Associations Now on Thursday, 09 March 2017 Posted in News

Quote: "[D]etermining whether your investment advisor is giving you adequate amounts of time and attention can be difficult, especially for association executives or board members who might be experts in their industries, but not as savvy when it comes to financial services. After completing a reference check on prospective investment advisors, here are six questions to ask that can help you select an investment advisor or gauge how well the relationship with your current advisor is going."

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