Don holds ongoing financial investment seminars in the US and internationally. He believes in educating and empowering people to make sound financial decisions.
A new initiative in Chiang Mai aimed at expats, retirees or anyone who has a real interest in money.
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THE 3 QUESTIONS YOU MUST ASK
What are the questions you simply must ask if you are going to get financial advice from a financial advisor. Anyone who purports to be a legitimate financial advisor should be willing to stand behind these claims.
If so, are you willing to put that in writing? Anyone who purports to uphold a fiduciary standard should be willing to stand behind that claim.
A fiduciary should be willing to disclose any relationship, compensation, incentive or other factor that potentially could interfere with his or her ability to act in your best interests. Even if you’re not interested in a fiduciary relationship, you should press your advisor to tell you about any potential conflicts so you can better evaluate his or her advice.
Ask if the advisor receives commissions, referral fees or other financial incentives. Some advisors tout themselves as “fee-based,” but also accept other payments that could influence their recommendations.