Are You Financially Managed?

Are You Financially Managed?

This quiz should tell you whether your financial advisor is worth his/her oats and whether you need to change advisors !

הַתחָלָה לַחֲלוֹק
Are You Financially Managed?
Does your financial advisor make an effort to come and see you every now and then?
שְׁאֵלָה 1 out of 10
No, I have not seen him / her since I signed my policy docs ! Yes, they make the effort to show face and keeping in contact
Are You Financially Managed?
Do you get monthly updates or statements on your investment portfolio?
שְׁאֵלָה 2 out of 10
I don't really know what's going on with my own money...I just know money goes off every month. Yes, I get regular feedback and I'm well informed !
Are You Financially Managed?
Are you able to see or contact your advisor on short notice?
שְׁאֵלָה 3 out of 10
No, I just get voicemail most of the time and its a struggle to get quality feedback ! Yes, I can reach my advisor easily most of the time.
Are You Financially Managed?
Do you really feel like you're being looked after?
שְׁאֵלָה 4 out of 10
No...I kind of feel a bit left out in the dark most of the time...can't really put my finger on it. Yes, I feel I'm in very capable hands. I have regular contact.
Are You Financially Managed?
Is your financial advisor a Tied Agent ( limited rage of products) or an Independent Financial Advisor (Access to just about ANY product in the market place.)
שְׁאֵלָה 5 out of 10
No, my advisor can not really offer much variety and is limited with regards to product range and/or advice. Yes, my advisor is a proper certified independent advisor.
Are You Financially Managed?
If you could go back in time and meet with your current advisor again...knowing what you know NOW, would you :
שְׁאֵלָה 6 out of 10
No, send the bloke packing ! Yes, probably do it all over again
Are You Financially Managed?
Do you feel you were pressured into buying a savings or investment product?
שְׁאֵלָה 7 out of 10
No, I made an informed decision based on a detailed analysis and recommendation. Yes...the guy made me feel very guilty and I kind of felt pushed into a corner to be honest.... !
Are You Financially Managed?
Is your financial advisor Certified to give advice?
שְׁאֵלָה 8 out of 10
I'm actually not really sure....? Yes, my advisor is qualified to give advice.
Are You Financially Managed?
Is your advisor up to speed with the latest technology and tools?
שְׁאֵלָה 9 out of 10
No, judging by his Nokia 2110 brick and mono screen laptop....probably not ! Yes, he's got a website, blog and is easily found on Google.
Are You Financially Managed?
And finally....what do you think of your advisors general appearance?
שְׁאֵלָה 10 out of 10
Thumbs up, the man dresses like a Swiss Private Banker ! Well, the jeans and golf shirt is sort of ok...it is...isn't it?
נוצר על ידי Lonny.Hayes
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