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Finding the Right Advisors

  • Michael J. Nathanson
  • Jeffrey T. Craig
  • Jennifer A. Geoghegan
  • Nadine Gordon Lee
  • Michael A. Haber
  • Seth P. Hieken
  • Matthew C. Ilteris
  • D. Scott McDonald
  • Joseph A. Salvati
  • Stephen R. Stelljes
Chapter

Abstract

The authors discuss how executives and entrepreneurs can work with advisors to optimize their financial plans. They suggest key questions to ask and consider when seeking out professional assistance, such as: what financial advisory services do you offer; are you a fiduciary; how do you get compensated for the advice you recommend; what professional credentials do you hold; where and how will you custody my assets; whom will I be interacting with in addition to you; what is your investment philosophy; how are investment decisions made; what are the types of clients you work with most often; how often should I expect to hear from you; and what is your succession solution should something unforeseen happen to you?

Copyright information

© The Colony Group 2018

Authors and Affiliations

  • Michael J. Nathanson
    • 1
  • Jeffrey T. Craig
    • 2
  • Jennifer A. Geoghegan
    • 3
  • Nadine Gordon Lee
    • 4
  • Michael A. Haber
    • 3
  • Seth P. Hieken
    • 1
  • Matthew C. Ilteris
    • 1
  • D. Scott McDonald
    • 2
  • Joseph A. Salvati
    • 1
  • Stephen R. Stelljes
    • 2
  1. 1.The Colony GroupBostonUSA
  2. 2.The Colony GroupHinghamUSA
  3. 3.The Colony GroupNew YorkUSA
  4. 4.The Colony GroupArmonkUSA

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