You evaluate and then accept or veto your advisor's recommendations.You share your financial information and goals.Your role in the advisor relationship has three main parts: Advisor encompasses planners as well as stockbrokers, insurance agents, estate planners, bankers, and accountants. Technically, though, they’re not exactly the same thing.įinancial advisor has a broader meaning than financial planner. The terms financial advisor and financial planner are often used interchangeably in conversation.
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