Some items we encourage you to ask them about are their investing philosophy, how they get paid, and how often they communicate with their clients. Above all, if something doesn’t feel right, continue interviewing other SmartVestors. We have done the groundwork, and each of them will absolutely do an excellent job for you. However, it should be apparent after meeting with them who is the best fit for you. If it’s not obvious who you should work with, you are welcome to reach out to us, and we can help brainstorm that process once you have met each of them!
The SmartVestor Pros are thoroughly vetted by our team. In addition to our selection process, they must adhere to FINRA (the Financial Industry Regulatory Authority) and SEC (U.S. Securities and Exchange Commission) standards. They also seek to function in the best interest of their clients. No pressure!
There are no bad options. Any of our SmartVestor Pros will serve you with excellence! The most important factor in play when it comes to choosing your advisor is your level of comfort. Interviewing each Pro (either in person or over video) will give you a gut feeling about them and an initial impression. You will also be able to determine whether or not your personalities “click.” Don’t dismiss those feelings because that is a great foundation for building a connection with the Pro you like the most!