Hiring a financial advisor is like hiring a long-term behavioral life coach, says Brent Ford, owner of Benefit Wealth Partners. He says when investors choose an advisor, the investor needs to make sure the profit motive of the advisor aligns with the client’s investment focus. He says investors need to ask about the kind of relationship they expect to have. Will it be one of offering thoughtful guidance over the long-term or just simply transactional? The objective at his firm to make sure the values of both parties work well together to ensure a successful, long-term relationship.
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