What are the best and worst attributes you look for (or look to avoid) in an advisor?
Published January 1, 2009
From the January 2009 Issue of Senior Market Advisor Magazine
For me, it's honesty. I want a straight shooter. I have been burned in some investment opportunities over the years, so I put my top priority in an advisor as being somebody I have faith to do right by me. As you can guess, dishonesty is the worst attribute."
- David R., 68
Memphis, Tenn.
My advisor is very, very professional and well prepared. He is also good at making a personal relationship with me and my husband. I don't like advisors to be pushy."
- Mary R., 74
Atlanta, Ga.
More than ever, in times like this with the economy being like it is, I want someone who knows how to keep my money safe. I don't like slick salespeople."
- Jon M., 61
Denver, Colo.
(c) 2008 Senior Market Advisor. A Summit Business Media publication.
From the January 2009 Issue of Senior Market Advisor Magazine
For me, it's honesty. I want a straight shooter. I have been burned in some investment opportunities over the years, so I put my top priority in an advisor as being somebody I have faith to do right by me. As you can guess, dishonesty is the worst attribute."
- David R., 68
Memphis, Tenn.
My advisor is very, very professional and well prepared. He is also good at making a personal relationship with me and my husband. I don't like advisors to be pushy."
- Mary R., 74
Atlanta, Ga.
More than ever, in times like this with the economy being like it is, I want someone who knows how to keep my money safe. I don't like slick salespeople."
- Jon M., 61
Denver, Colo.
(c) 2008 Senior Market Advisor. A Summit Business Media publication.
