A successful business management professional, Steves Rodriguez is the founding partner of Freemark Financial, a business management firm that works directly with individuals and companies in the film, music, production, and television industries. Having worked at Freemark Financial for nearly ten years, Steves Rodriguez has been recognized as one of the top financial advisers in entertainment by the Hollywood Reporter.
Hiring a financial adviser is a smart decision for clients who need help creating a financial plan that will maximize their wealth. Listed below are a few things to keep in mind when choosing the right financial adviser.
1. Proven Track Record
A good financial adviser has significant experience in the financial services industry and the necessary certification to offer advice on various aspects of financial planning, such as cash flow management, tax and accounting, insurance, and investment. The financial adviser must be able to show prior documentation proving their positive historical returns with other clients.
2. Trustworthiness
In addition to listening to their clients, an excellent financial adviser must also invoke confidence and trust. The financial adviser must provide honest advice, especially if the client is making a decision that could damage their financial security. The financial adviser should also keep their clients informed about the performance of their investments through meetings, emails, reports, and phone calls.
3. Alignment of Goals
The financial adviser must always put the interest of their clients first, which means that the financial adviser should not sell their clients on financial decisions that are not aligned with their financial goals. Furthermore, the financial adviser should not invest in high-risk assets if the clients prefer and low-risk investments and stable return.
Hiring a financial adviser is a smart decision for clients who need help creating a financial plan that will maximize their wealth. Listed below are a few things to keep in mind when choosing the right financial adviser.
1. Proven Track Record
A good financial adviser has significant experience in the financial services industry and the necessary certification to offer advice on various aspects of financial planning, such as cash flow management, tax and accounting, insurance, and investment. The financial adviser must be able to show prior documentation proving their positive historical returns with other clients.
2. Trustworthiness
In addition to listening to their clients, an excellent financial adviser must also invoke confidence and trust. The financial adviser must provide honest advice, especially if the client is making a decision that could damage their financial security. The financial adviser should also keep their clients informed about the performance of their investments through meetings, emails, reports, and phone calls.
3. Alignment of Goals
The financial adviser must always put the interest of their clients first, which means that the financial adviser should not sell their clients on financial decisions that are not aligned with their financial goals. Furthermore, the financial adviser should not invest in high-risk assets if the clients prefer and low-risk investments and stable return.
