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Here are some tips to prepare yourself before meeting with your financial advisor
Here are some tips to prepare yourself before meeting with your financial advisor:
First, you need to ask yourself the right questions
The first question to ask yourself is about your project and goals.
They need to be crystal clear. You must have already thought about what you wanted but you need to get into details.
What are your precise goals?
Other questions to ask yourself before selecting a financial advisor:
What is your savings potential?
How long do you want to invest your savings?
Are you willing to take risks to get a better return on your investment, and if so, to what extent?
In general, the more risks you are willing to take, the highest returns you can potentially get.
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