People use an Account Representative
for many reasons. The following are questions you might ask yourself:
Do
you have enough time to attend to source suitable financial
products?
Are
you confused about conflicting information from several sources?
Have
recent changes in your life altered your financial goals, such as job
loss, inheritance, addition to family, loss of spouse etc.?
Do you
feel you are paying too much tax?
Are you
confused about where to invest your money?
Do you
feel that you can't make ends meet?
Are you
frustrated with your cash flow patterns?
Are you
confident about your current arrangements?
These are a few of
the reasons you may wish to use in determining a need for an Account
Representative.
What
you should expect from your Account Representative:
An Account Representative is a person
who:
clarifies your present situation
identifies financial goals and objectives
identifies financial problems and opportunities
provides written recommendations and alternative
solutions
coordinates the implementation of recommendations
provides periodic review and updates.
Building and maintaining an ongoing relationship
A good Account Representative can be
one of your most valuable resources. They can't however be expected
to replace other professionals such as Lawyers, Accountants, and
Financial Planners.
Building and maintaining an ongoing relationship with an Account
Representative can give you access to a greater depth
of information. Financial advisors have access to a wealth of information,
resources and individuals they utilize when conducting business
for their clients.
A proper relationship should be built from the ground up. You
must lay the foundation by providing quality, accurate and up-to-date
information about your situation. Your Account Representative
can then provide you with quality information
and recommendations in return which can lead to the attainment
of your desired goals and objectives.
