A Financial Advisor Responds to 7 Top Client Concerns

Clients ask a lot of great questions, and with each year’s enhancements in technology and access to information, the questions only seem to keep getting better. However, there are questions I hear from clients and prospective clients that are relatively timeless and come up with great frequency. Here are seven of the most common (and important) questions I receive, along with my responses.

Click Here to Read the Proactive Advisor Magazine Article from Adam Koos, CFP® on 7 Top Client Concerns


Categories: Adam Koos, CFP®, CMT®, Educational Articles, Market Commentary, Published Articles

Past Articles

Top 5 Questions to Ask When Searching for a Financial Advisor

Request Your Special Report Today

Get Your Copy

What’s My “Risk Number?”

Does your retirement portfolio match your long term goals. How much risk are you really taking?


Free Portfolio Risk Analysis

Start Your Plan Today

Whether you’re planning for retirement, managing a life transition, or concerned about the longevity of your retirement nest egg, we’re here to help.

Get Started Today

As Seen In: