| | To be honest, it isn't easy to find an advisor who meets all these requirements on your own. But that's no reason to give up looking. Dave's investing Endorsed Local Providers (ELPs) meet all these standards, and they agree with Dave about investing with the long-term picture in mind. You can trust your ELP to give you the same great investing advice Dave would. Contact your ELP today!
| | | | Choosing an investing advisor is a big deal. After all, this is the person who will show you how to build wealth for your future. Take some time to make the right choice. After all, you don't want to figure out you've got the wrong person for the job after years of getting nowhere. Recommendations and Requirements Personal recommendations are a powerful tool for finding a great investment advisor. Ask people you trust for their suggestions. Then, dig a little further. Ask questions.
Do they have honesty and integrity? If your friends go to the trouble to recommend their advisor, it's a good sign he has dealt with them honestly and professionally. But don't be shy about asking for more references to help you make your decision.
Do they have the heart of a teacher? You must be able to trust your advisor to advise you—not sell you. An investment advisor who doesn't take the time to teach you how to make your own investing decisions is simply the wrong advisor for you.
Do they have high standards of service? Is the advisor so busy that you will simply become another file in the drawer? Is he a one-man show who has trouble juggling his clients along with the tasks of running a business? You'll want a balance that ensures you will receive the service you expect.
Do they have history in the business? We're not talking about performance; we're talking about experience. You want to work with someone who's endured the stock market's ups and downs and still has a passion for helping people with their investments. | | | Share this: | |  | |  | | | | | | 
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