The platform of the advisor in this context consists of the people and processes designed to meet the needs of its clients.
Here are four key issues:
You wouldn’t buy a car without taking a test drive. Do not enter a new financial relationship without testing the way that you will be treated after you have opened the account. Also, be sure to insist at all times on clear answers: if you do not understand an answer to your question, it is not your fault – it is the fault of the investment professional. Do not let anyone give you a “song and dance” when you need clear information!