The term adviser refers to that individual who, as a professional activity, is in charge of advising and providing advice to certain people who are faced with certain circumstances, preferably on image, government, finance, politics, science, among others..
At the request of finance, the financial advisor will be the professional in charge of discovering the financial needs of his client, analyzing a certain number of past, present and future issues of this, also taking into account his age, available assets, tax rate, situation family and professional Once all these variables have been analyzed, the adviser will provide his client with a series of investment alternatives and recommendations that adjust to all that was analyzed, to of course not cause any type of future economic setback and, on top of that, report some type of benefit with these.
Above all, the advisor-client relationship must be based on mutual and close trust, otherwise nothing good could come of it. The advisor must take care of the interests of his client as if they were his own and, of course, always think in the long term, tending to cultivate the type of relationship.
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