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September 2009 » Choosing the Right Financial Advisor
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Jeffrey Fishman, JD, PFP
Choosing a financial advisor is a big decision, one that should be made with both intellect and instinct. Information and knowledge are critical parts of this process; with the right information, individuals can ask direct questions about a financial advisor's business, listening not only for the response but for the gut feeling that accompanies it. While there is no way to guarantee that the choice will be the right one, there are certain steps accountants and their clients can take to guide the decision-making process.
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