HOW TO SELECT A SUITABLE FINANCIAL ADVISOR 10 Tips to Help You Make the Most of Your Investment

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Without a competent professional advisor to manage your optimal portfolio, you risk losing focus, making costly mistakes and placing your financial security in jeopardy. It’s crucial that you select a suitable financial advisor to guide you through the process and help you make the most of your investments.

“Some advisors say the same thing as others,” cautions Scott Frush, president of Frush Financial Group and author of Optimal Investing: How to Protect and Grow Your Wealth with Asset Allocation. “But when you investigate further, you will discover significant differences.”

Here Frush offers ten tips to help you hire a suitable financial advisor:

1. Check qualifications. Find out about educational and professional designations.

2. Ask about investment philosophy. Make sure their philosophy is sound and give greater consideration to those advisors who employ asset allocation strategies.

3. Address specific work experience.

4. Determine what specific services you need and find out if they are offered.

5. Request a written document outlining fees. Bypass anyone that can’t provide this.

6. Identify compensation method: Commission, fees or both.

7. Establish credibility. Check the advisor’s regulatory record with the NASD, SEC, your state, or any association to which the advisor belongs.

8. Review long-term investment performance. Ask to see a performance composite.

9. Learn their philosophy on portfolio tax management.

10. Find out if there is a personality fit.

With so many potential professional investment advisors, the selection process may seem daunting, but if you apply the guidelines above, you will set yourself up for success.

Make your money work even harder! Order your copy of Optimal Investing or get the FREE report “15 Golden Rules for Building Optimal Portfolios” at or by calling 1-800-247-6553.

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