I'll show you mine, if you show me yours.
Whatever piece of paper the advisor has hanging on the wall, show me your Net Worth and your investment portfolio.
Why listen to anyone who is not successful. I want to see wealth earned from investments. If an advisor is good, their unleveraged net worth should be $5mil or $10mil
minimum.
Why talk to an advisor with a couple million dollar personal portfolio and an annual salary/commission of less than $100k???
