Jack Waymire
Jack Waymire
advisor competence evaluation exclusion friendly investors objective performing traits trust
Personality traits have nothing to do with competence or integrity. Investors should not trust a friendly advisor to the exclusion of performing an objective evaluation process.
encourage fun hunters veteran
I always encourage veteran hunters to try to take an adult. It can be a little more difficult, but it is a fun challenge.
fee knowledge meet pay planners receive services whenever
Whenever possible, you want to pay planners a fee for their knowledge and services. After all, that's how you pay other professionals. Plus, you want to know what services you will receive and how often you will be able to meet with them.