Getting advice

Working with an adviser

• Chapter 1:
• 3 reasons to work with an adviser
• Chapter 2:
• What to expect from an adviser
• Chapter 3:
• Your responsibilities as an investor
• Chapter 4:
• Your first meeting with your adviser
• Chapter 5:
• 4 ways advisers are paid

Choosing the right adviser

• Chapter 1:
• 7 types of advisers
• Chapter 2:
• Choosing an adviser
• Chapter 3:
• 8 questions to ask an adviser

Finding an adviser

• Chapter 1:
• Finding an adviser through referrals
• Chapter 2:
• Finding an adviser online

Assessing your adviser

• Chapter 1:
• 5 steps to assess your adviser
• Chapter 2:
• If you have a complaint