planner. Tuesday , June 13th , 2017 - 02:58:49 AM
2. How long have you been an advisor, how many clients do you have, and how much money do you manage?
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This information will help you evaluate an advisor's level of experience and relative success. You may want to avoid an advisor with too little experience, or one who has too few or too many clients. In general, successful advisors will have more clients in assets under management than less successful ones.
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