Christopher Eckert, CFP, CRPS, CSRIC™

Senior PIM Portfolio Manager, Managing Director - Investments

…when changing Financial Advisors



Many clients have come to me after managing their own investments for a long time. Some have determined it’s time to find a new investment professional. When changing financial advisors, it's important to ask questions that will help assess investment qualifications, experience, and the financial advisor’s approach to investment planning.

Below are some top questions asked by prospective clients:

  • What is your professional background and experience?

  • How do you charge for your services?

  • What is your investment philosophy and approach to risk management?

  • How often will we meet to review my plan and investments?

  • What services do you offer beyond investment management?

  • How do you stay up-to-date with changes in the financial industry and market trends?

  • How do you communicate with your clients?

Remember, it's important to find an advisor who aligns financial goals with investment strategies. Get to know the advisor and feel comfortable in the working relationship.

Advice and guidance through all life’s transitions.



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