by Mark Gunter | Jun 26, 2024 | Onboarding 2
11 Key Questions to Ask a Financial Adviser in the First Meeting If you haven’t already, you should read our previous post, 11 Key Questions to Ask a Financial Adviser in the First Meeting. Here, we will give our (Quintet Financial’s) responses to those 11...
by Mark Gunter | Jun 24, 2024 | Onboarding 2
What’s in this guide In this comprehensive guide, we’ll delve into the best questions you should ask when finding a financial adviser. Whether you’re new to financial planning or looking to reassess your current situation, these inquiries will help you...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
Paul Armson Paul Armson, in his book “Enough? How Much Money Do You Need For the Rest of Your Life?”, advocates for a simple yet crucial practice: taking the time to sit down comfortably with pen and paper in hand. This approach involves conducting a basic...
by Mark Gunter | Apr 24, 2024 | Onboarding 2
What Services Do Financial Advisers Provide? Generally, a financial adviser offers one, two or three of the following: Investment management Financial planning Wealth management What Service Can We Provide? Here is a list of the ways in which we can help our clients:...
by Mark Gunter | Apr 24, 2024 | Onboarding 1
We’ve covered a little of what we do as financial advisers but in this post, I’m going to give you a better insight into my process. This should give you an idea of what to expect (if you haven’t been through it before). The Process Discovery...
