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
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
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
(c) 2008 Senior Market Advisor. A Summit Business Media publication.