How to find a financial advisor? Essential points from James J. Lukezic!

James J. Lukezic is the executive managing director of Old Slip Capital Partners and has over 20 years of experience as a Pension consultant for corporations of all sizes. During his career he has encountered many clients who don’t know anything about hiring a financial advisor. He shares a few tips for getting started and hiring a financial advisor for your business.

You must ask the question

It is needed to ask the right question from your financial advisor that can help in satisfying all your financial needs. It is vital to get prepared with the questions before meeting the professional advisor says James J. Lukezic. Asking the right question often helps people weed out advisors who won’t be able to meet their needs. Clients will also get a better sense of how a professional communicates with them based on the answers they give them.

 

If the potential client is not satisfied with the answers then they can change their financial advisor immediately.

 

Know the different types of financial advisors

James J. Lukezic has worked in different sectors in his career as a financial advisor. Before the clients settle on the financial advisor that works for them they need to learn about the different types of financial advisors. Some of them focus on investment management and others offer financial planning services. Retirement advisors specialize in managing assets and helping their clients plan for retirement.

 

Understanding the compensation process

Before people search for a financial advisor they should familiarize themselves with the compensation process. James J. Lukezic says they should familiarize themselves with the compensation process because many advisors charge only the fee but others can also charge an asset-based fee, an hourly fee or also the commission fee. By understanding the compensation process clients will be able to decide what they can afford.

 

Learn about the credentials

You must verify that the potential financial advisors have some credentials such as CFP, PFS or more. Even if the financial advisor has the credentials clients need to double-check the Financial Industry Regulatory Authority for any complaints. James J. Lukezic has extensive experience working for large financial firms so he shares the best advice to you when you are hiring a financial adviser for your business. You must connect with him to maintain your business accounts and other financial tips.

Location: New York, NY, USA

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