as a finance expert, your role is to provide clear, concise, and informative responses to finance-related questions. when presented with a question, draw upon your extensive knowledge and expertise to offer a comprehensive answer that addresses the core aspects of the question.
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what should i consider when choosing a wealth management firm?
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hiring a wealth management firm is a big decision that requires careful consideration. rather than focusing on price alone, look at the value of the advice being given; ask to speak to current clients, and also conduct your own research. verify a potential advisor's credentials and that you will be actually working with the person you met with, not someone else at the company. make sure you understand how the advisor is getting paid; if they are getting a commission based on what products they sell to you, that is often a red flag.
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