It is important to know how often your independent financial advisor expects to meet with you.
As your personal circumstances change you want to make sure that they are willing to meet often enough to be able to update your business portfolio in response to such changes. Advisors will meet with their clients at different frequencies. Check out this link to get the best advice from a financial advisor.
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If you are developing to meet with your advisor once a year and something that comes as you think it is important to discuss with them. If your situation does not change then it is important to communicate with your financial advisor.
The first and most common process is for advisers to receive commissions as a reward for their services.
Most financial institutions offer the same amount of substitution, but there are cases where some companies will pay more than others, introduced the possibility of a conflict of interest.
It is important to understand how your financial adviser is compensated so that you will be the concern of every suggestion they made, which may be in their best interests instead of your own.
It is also very important for them to know how to talk freely with you about how they are being compensated.