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Thread: Who is a Financial Advisor??

  1. #1
    Enthusiast jiten702's Avatar
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    Default Who is a Financial Advisor??

    A Financial advisor is a trained professional who provide financial services to individuals, businesses and governments.They help to manage finances by providing advices on investments,insurance, mortgages, estate planning, taxes and retirement, depending on what the client requests.

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    New Member jacymorse's Avatar
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    I'm not proposing you only apply or choose to work for the huge name investment firms, but merely pointing-out the reality that a firm's name and reputation can make a difference in terms of how basically you can get clients difference..

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    New Member maxthrill's Avatar
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    A person who gives financial services to individuals, businesses & governments is a financial advisers.It also includes investment advice or advice on life insurance & other insurances such as income protection insurance etc.


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    New Member jonalexa's Avatar
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    Thanks for the great info related to financial advisor.

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    New Member deepakpatel123's Avatar
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    financial adviser is one who takes cares of finance and overall investment and also suggest how to save and invest money.

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    Zealot Andi21's Avatar
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    A financial adviser is telling you in what branches you should invest to generate stable and reliable earnings. They are responsible for controlling your investments and selling them when their value is going down.

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    New Member davidflex's Avatar
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    Financial advisers really should be more like investment advisers and financial planners who take a holistic view of their clients financial needs and goals. They should counsel clients on investment opportunities, consonant with the latter's needs, goals and tolerance for risk. They must be confident about decision making under uncertainty and under extreme time pressure, have excellent people and communication skills, and know how to deal with failure and success.

  8. #8
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    A financial advisor is who provide potential financial advice to their customers in order to improve the income of a person. They analyse the financial conditions of their clients and give beneficial investment tips to the person to make more money and to become financially strong.


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    Last edited by ayeshajaiswal; 30-01-18 at 12:52 PM.

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