Explain me what types of clients do you specialize in?
Submitted by: MuhammadSome financial advisors have a niche, says Bera, and if you have a specific interest - such as charitable giving or socially responsible investments or if you're a newlywed or recently divorced - you'll want to find one that concentrates in that area too.
Edward A. Wacks, a CPA and CFP affiliated with Ameriprise Financial AMP -1.09%, says, “Most advisors tend to focus on people within 10 years of their age.” He for instance, focuses on soon-to-be retirees because he's 61, and business owners because he has his own business. “I feel we have some commonality, and I understand their issues,” he says.
Submitted by: Muhammad
Edward A. Wacks, a CPA and CFP affiliated with Ameriprise Financial AMP -1.09%, says, “Most advisors tend to focus on people within 10 years of their age.” He for instance, focuses on soon-to-be retirees because he's 61, and business owners because he has his own business. “I feel we have some commonality, and I understand their issues,” he says.
Submitted by: Muhammad
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