Receive ALL the answers to Your Financial Questions with https://www.oXYGenFinancial.net and https://www.YourSmartMoneyMoves.com
Receive ALL the answers to Your Financial Questions with https://www.oXYGenFinancial.net and https://www.YourSmartMoneyMoves.com
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Created 09/03/10
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1
Can you describe for me how you are compensated?
2
Does your firm have any quota’s you must meet?
3
Are there any financial products you are unable to sell because of your licensing or your firm will not allow them to be sold? Which? Why?
4
Are there any products that are manufactured by your company?
5
Describe for me your asset management strategy?
6
How much experience do you have?
7
Are you making the investment decisions or are you following someone else’s philosophy?
8
How many firms have you worked with in the past?
9
Why did you choose this firm?
10
What are your financial goals?
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