| Quote: | | | Originally Posted by davidkwankk | | | | |
| u will need to be comfortable with the adviser's professionalism level thru ur communications n it will depends on how much u will intend 2 reveal.....
i think quite a number of advisers r jux insurance agents or merely pushin products(no offence to any agents readin this) or gettin support from friends n relatives to hit certain targets....
most cant even do a proper portfolio or haf an investment strategy at all....
u will need 2 check wz them on wat they can do n their competence level before u commit anything....
cos even the products r wonderful n the adviser cant make it, u will not get much out of it....
since most products r similar, the adviser will make the most difference....
thx thx | |
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what if the adviser left the company?
another agent will take over?
If i am satisfied with the current agent's performance but he left and another incompetent adviser takes over, wouldn't it be useless?
