“All things are ready, if our mind be so.” William Shakespeare, Henry V
Three steps to help you decide on your personal financial adviser
STEP 1: Selecting your Financial Adviser
Getting to know your Financial Adviser is of prime importance in ensuring a successful Client-Adviser engagement. The Client has to evaluate key factors before he can finalize on his/her personal Financial Adviser. In addition to details like Qualification, Experience and Competence the client has to spend some time understanding the finer aspects of the way his/her Adviser functions. Attention should be given to the Adviser's problem solving and objection handling techniques. The Client and the Adviser have to invest time together over the years. Hence it will be a good idea to do a checklist of your Ideal Adviser
How RRFAL can Help
We have a team of Financial Advisers from various backgrounds covering different markets and regions. Each of our Advisers have been subject to rigorous training and development programs and are Qualified to peruse in different areas of Financial Planning and Advisory related business. Each Adviser possess a unique characteristic of their own. We will help identify the right adviser who will match up to your specific requirements, an Adviser with whom you can share your life goals and dreams.
STEP 2: Preparing for your First Meeting
The first meeting is effective in measuring the wavelength of understanding between the Client and the Adviser. This meeting could be spent discussing goals and expectations. To do this effectively it is advisable that the Client is prepared with facts and figures which could be shared with the Adviser prior to this meeting and/or during the meeting. With these details the Adviser will be able to define the scope of service and make disclosure with respect to compensation and/or any potential conflicts of interest.
How RRFAL can Help
We value the time of our Clients and our Advisers. Therefore to make the most of your complimentary first meeting, we recommend that you work on our on line financial questionnaire. In case you are not prepared to share your personal financial information just yet, you could work on an offline version of the questionnaire and keep it ready for reference. Kindly download the same here. Additionally you could keep documents related to your latest Tax papers, wills and estates, insurance policies etc. ready for reference.
STEP 3: Arrange your complimentary discussion meeting
The first meeting with your Financial Adviser is complimentary and non obligatory. This meeting should give yourself and your Adviser some quality time to discuss on the scope, range and/or any limitation on our service offerings. Our Financial Adviser will brief you on the financial planning process and set expectations for the future meetings. Upon request your Adviser shall share some sample financial plans and review reports. The client shall also be briefed on the tools the Adviser will use to perform the financial analysis. Our compensation shall be explained and sample fee calculation file can be shared upon request. Finally the Client may use this opportunity to gather any professional references/testimonials to help make the decision.
How RRFAL can help
Please fill in the enquiry form. Our representative will get in touch with you to arrange a suitable time and place for the discussion meeting. Alternately you may email us at support@rrfal.com
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