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1. Because we are talking about your hard-earned money.
Years and years of sweat, tears, and for the OFWs the pain of being separated from your loved ones just to earn a decent income. Imagine investing your money into something you don’t know at all just because someone said that it is a good investment. You are taking a lot of uncalculated risk by doing so, as Warren Buffet said “Risk comes from not knowing what you are doing”.
2. Because a trustworthy financial advisor will always put your interest ahead.
You might think that financial advisors want your money. Somehow it is true because, at the end of the day, they also need to put food on the table. But noble it may seem, trustworthy financial advisors will always give financial advice that is best for you, not because they will make a huge profit out of it.
3. Because a trustworthy financial advisor walks the talk.
They practice what they preach, financial advisors are expected to lead by example not only to their clients but to the community as a whole. Those financial advice you got from him? More often than not, they are proven methods tried and tested by your very own financial advisor.
4. Because a trustworthy financial advisor is more than willing to help you when you need them.
Financial advisors know that their duty does not end when the deal has been closed, when the paperwork is all done. For them, it is just the start of a lifelong partnership with their clients.
5. Because a trustworthy financial advisor does not promise heaven and earth just to get your approval
“99% guaranteed income for a low-risk high return investment”.
Sounds good right? But trustworthy financial advisors don’t say those words but they level your expectations instead. We are bound by our conscience to tell the truth. They make presentations as realistic as they could be, as accurate as they can be.
ABOUT THE AUTHOR
Mark Fernandez, CPA, RFC, AFA, CWP, CEPP started as an insurance agent/financial advisor right after graduation at age 22 while working as an auditor at SGV&Co (Ernst & Young). He worked as a part-time financial advisor for six months before going full-time. Despite having no insurance background or connections, he became a Million Dollar Round Table member (MDRT) at age 23 due to his perseverance to learn more about the world of investing and insurance. He is currently a life (at least 10 years MDRT) and qualifying member of the MDRT and is a 2022 Top of the Table Member. He is the founder of Aetos Financial Insurance Agency Inc, which has its head office in Makati. Aetos was the Top 1 in terms of FYP and Top 5 in APE in life insurance agency rankings nationwide in 2021. Currently, Aetos has operations and financial advisors in Luzon, Visayas, and Mindanao. He is currently completing his master’s degree at the Asian Institute of Management. You may reach us by calling Aetos Financial Office Landline at 02-8789-9128 or contacting our Hotline at 0905-FINANCE or 0905-3462623.
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