When seeking advice, most families will interact with several categories of advisors who all serve different roles. Depending on your particular situation, you may call on a financial advisor, insurance agent, business tax consultant, CPA, investment advisor, age-in-place expert, eldercare attorney, legal counsel, Medicare/Medicaid specialist, reverse mortgage specialist, and so on.
Unlike the GenXer and Millennial children in the family who may seek recommendations from friends or social media, Jodi and Jackson’s generational orientation led them to a more formal method of selecting an advisor. Let’s hear them discuss how they checked out the professional credentials and reputation of their advisor.
Jodi says, “We know being an educated consumer is strategic for family cohesiveness and helpful when seeking advice. Once Jackson and I select the options or product types we want to further investigate, we’ll make a list of our questions. Ethical advisors and agents, like ours, want clients to purchase the right product. The entire process is now easier since we can share pertinent thoughts and ask informed questions as a result of the three simple steps.”
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