Do you have an Outstanding Investment advisor?

Do you call your advisor to discuss important financial decisions? (Ex: selling or buying property, refinancing, to lease or buy, income changes, estate changes, tax planning)

Never, they won't return my call

Almost never, I don't feel comfortable

Sometimes

Always

How well does your advisor understand your complete financial picture?

They only know about the money they manage

They never ask or seem to care

They know almost everything

They know everything and we discuss my complete financial picture on a regular basis

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