With your Ellinghams investment advisor, you will have some of your most significant conversations. They need to learn more about you than just your client status. To assist you in achieving your goals, your advisor must fully comprehend your needs. Ask questions, speak up, and pay attention. Keep in mind that communicating with your investment advisor is a continuing process. It’s a constant conversation about your life and aligning short-term needs with long-term goals.
- A comfortable working relationship with your investment advisor.
- A smooth and efficient process.
- A clear understanding of the initial stages and the ongoing process.