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Dec/07/2012 - 05:42:21 pm

Trusting Your Banker's Acceptances

A good investment advisor will always have your interests in mind, and will always explain their decisions and recommendations to you in terms that you can understand. If you don’t trust your advisor, you will have some serious problems, and this is obviously a scenario that you'll want to avoid.

With Raymond James financial services, you never need to worry about whether you should be trusting your investment advisor or not. They have only the very best advisors in their ranks, and this quality will carry over into their ability to effectively manage and expand your money. Ideally, you want an advisor who is looking out for your best interests, but also has the financial know how to make you as much money as possible in a safe manner. At Raymond James, you can experience all of these things.

Your local bank might offer some financial services, and this can certainly be convenient for you, but you need to ask yourself whether your banker has the requisite knowledge to manage your money to the degree that you deserve. It's almost always a better choice to put your money somewhere where you have a lot of confidence in how it will be managed. Your local bank is a very good place to keep money for your checking and savings purposes, but if you're not one hundred percent confident in their investment services, going with an outside source is a good idea. Raymond James would be honored to be that source for you.

A good investment advisor should have a few characteristics that you can easily see in how they treat you. For instance, a good advisor will never just assume that you want your money in a certain allocation, even if they think it is the best option for you. Your advisor should never make these assumptions, and should always get your opinion on these things. They should also always fully explain to you their decision making process. A good advisor will never take it for granted that you know all the reasons why an investment is a good or a bad idea. Your advisor should be able to always explain these things to you clearly and completely.

Additionally, your investment advisor should also always have choices for you. Even if they think that going in a certain direction with your money is the best choice, ultimately, it is not their decision to make. Your money is yours, so the decision making should ultimately be left up to you. If you feel that your investment specialist is pushing you hard in a certain direction, you might want to ask yourself why this is. Do they really feel that this is the best choice for you, or do you think that they will be getting an extra commission off of it? These questions should always be in your mind, and you should always be looking out for yourself. A good investment advisor will never push you in a certain direction just because it makes them more money.

If you are looking for a new investment advisor, make sure you do your research and choose the best one. You'll want to have many choices available to you,  and you'll want someone that offers you flexibility. Your needs will change over time, remember. You want your advisor to acknowledge this.

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