It is important to know how often your financial advisor will see you. If your situation changes, you will want to ensure that they meet frequently enough to be able to update your investment portfolio in response to the change.
Consultants meet their customers on different frequencies. If you plan to meet with your advisor once a year and want to find something you think is important to discuss with them; Are you willing to meet? You want your advisor to be up to date with the latest information and always be informed of your situation. If your situation changes, it is important to report this to your financial advisor. There are many companies like Devere-Spain that provide the best financial advisor for hire.
You should feel comfortable with the information your advisor provides and is comprehensive and usable. Samples may not be available, but they can access previously created samples for customers and share them with you by deleting customer-specific information before reviewing it. This will help you understand how they work to help your customers reach their goals.
Also, you can see how they track and measure their results and determine if those results are in line with target customers. Besides, if they can show you how they assisted the planning process, then you will be told that they are actually doing financial "planning" and not just investing.