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Finding the Right Advisors

In: Personal Financial Planning for Executives and Entrepreneurs

Author

Listed:
  • Michael J. Nathanson

    (The Colony Group)

  • Jeffrey T. Craig

    (The Colony Group)

  • Jennifer A. Geoghegan

    (The Colony Group)

  • Nadine Gordon Lee

    (The Colony Group)

  • Michael A. Haber

    (The Colony Group)

  • Max B. Haspel

    (The Colony Group)

  • Seth P. Hieken

    (The Colony Group)

  • Matthew C. Ilteris

    (The Colony Group)

  • D. Scott McDonald

    (The Colony Group)

  • Joseph A. Salvati

    (The Colony Group)

  • Stephen R. Stelljes

    (The Colony Group)

Abstract

The authors discuss how executives and entrepreneurs can work with advisors to optimize their financial plans. They suggest key questions to ask and consider when seeking out professional assistance, such as: what financial advisory services do you offer; are you a fiduciary; how do you get compensated for the advice you recommend; what professional credentials do you hold; where and how will you custody my assets; whom will I be interacting with in addition to you; what is your investment philosophy; how are investment decisions made; what are the types of clients you work with most often; how often should I expect to hear from you; and what is your succession solution should something unforeseen happen to you?

Suggested Citation

  • Michael J. Nathanson & Jeffrey T. Craig & Jennifer A. Geoghegan & Nadine Gordon Lee & Michael A. Haber & Max B. Haspel & Seth P. Hieken & Matthew C. Ilteris & D. Scott McDonald & Joseph A. Salvati & S, 2021. "Finding the Right Advisors," Springer Books, in: Personal Financial Planning for Executives and Entrepreneurs, edition 2, chapter 14, pages 217-230, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-65400-9_14
    DOI: 10.1007/978-3-030-65400-9_14
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