A good broker will take time to get to know you. You will be asked about your financial history and your current financial situation, your risk tolerance and your financial goals. You can also expect to be asked about your tax status.

A broker asks these questions in order to recommend appropriate investments for you. Beware of any broker who recommends investments before getting a clear picture of your financial personality.

About LifeTips

Now one of the top on-line publishers in the world, LifeTips offers tips to millions of monthly visitors. Our mission mission is to make your life smarter, better, faster and wiser. Expert writers earn dough for what they know. And exclusive sponsors in each niche topic help us make-it-all happen.

Ask a Question

Not finding the advice and tips you need on this Investing Tip Site? Request a Tip Now!

Guru Spotlight

Patricia Walters-Fischer

Ever wonder how you could make your life better and more fun? So have tens of millions of fans who have turned to LifeTips for answers over the past decade. We keep the tips, advice, books, podcasts and writing services flowing, so you can keep your life and business growing in the right direction. Upward!