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The Wealth Management Sourcebook™ is a monthly directory designed to jumpstart your quest for a qualified financial or legal expert—an enterprise that requires time, effort, and due diligence. To ensure the best fit, first determine your specific goals and needs. Be prepared to conduct in-person interviews with at least three candidates, focusing on professional credentials, licensing and skills. Be sure to review compensation methods before committing to legal counsel or a financial advisory relationship. Finally, conduct a thorough background check by asking for references—and checking them. If you are a wealth management professional and would like more information on how to participate in the Wealth Management Sourcebook, please contact: Larry Silver, Sourcebook Director, 561.750.0151, ext. 261 or wms@worth.com.
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