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- Review experience carefully when identifying a financial advisor.
- Transparency is crucial for a successful advisor-client relationship.
- Arrange consultations with multiple advisors to compare their perspectives.
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- Evaluate your individual circumstances and objectives before choosing a wealth management firm.
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- Be willing to seek clarification to ensure you fully grasp their offerings.
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Opting for a qualified retirement planning specialist with a proven track record of success. Look for someone who is AFSL-registered.
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