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Q. Is there a charge to get a referral to an advisor?
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A. There are no fees to the customer but there is a small charge to the advisor.
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Q. How are the advisors chosen for me?
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A. We take your criteria for you ideal advisor and the advisor's criteria for the ideal customer, then run it through our matrix to come up with the best matches available.
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Q. If the system can determine the best advisor for me, why am I given more than one to choose from?
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A. The system uses tangible selections to determine who is qualified to guide your investments. By interviewing multiple advisors, you can learn more about their style and personality. Then you can find an advisor that you can sleep well at night knowing they are in charge.
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Q. Can I call the advisor or do I have to wait for them to contact me?
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A. The advisors' contact information will be e-mailed to you. If you want to contact them, you are able to call them, or you can wait for them to contact you.
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Q. Why can I only deal with certain advisors?
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A. Advisors are licensed in states that they choose. If they are not licensed in you state they will not be listed as one of your choices.
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Q. Should I pick the advisor with the best performance?
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A. Performance is only one aspect of investing. You should look also at your goals and risk tolerance. The track record for performance should be of a long term nature and matched up with an index that is compatible with the investments within the portfolio.
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Q. What should I ask the advisor during the interview?
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A. In the e-mail that is sent to you with your choices, there will be a link to a question sheet. You can print it out and take it with you to the interview. You can also ask any other questions that are important to you but may not be on the list.
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