Concept in Definition ABC

The term of advisor is designated to that individual who, as an activity professional is in charge of advising and providing advice to certain people who are faced with certain circumstances, preferably on picture, government, finance, politics, science, among others.

At the behest of finances, the financial advisor will be the professional in charge of discovering the financial needs of your client, analyzing a certain amount of past, present and future issues of this, also taking into account their age, heritage available, tax rate, family and professional situation. Once all these variables have been analyzed, the advisor will provide his client with a series of alternatives and investment recommendations that fit to all this that was analyzed, of course, not to cause any type of future economic setback and above all to report some type of benefit with these.

Above all, the advisor-client relationship must be based on a mutual and close confidence, otherwise, nothing good could result from 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.

Topics in Advisor