Frequently asked questions
I decided to gather in one place the questions I often hear from clients. Knowing the answers will bring you closer to what my work is about, and what you can expect from it.
What does a financial advisor do?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
Who can use the services of a financial advisor?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
Do I need a financial advisor?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
How much does a financial advisory service cost?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
What does a financial advisor do?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
What does cooperation look like?
A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.
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A financial advisor acts as an intermediary in concluding agreements related to finance, such as between a client and a bank. He analyzes the client's situation, all available offers and selects the most advantageous solutions in a given situation. For selling products, he receives a commission from the institutions that have these products on offer - such as banks or insurance companies. A good financial advisor does not charge clients any fees.