While the presenter uses the seminar as opportunity establish personal contact, I use the seminar as an opportunity to evaluate the financial advisor and the products. Here is what I look for from a seminar presenter:
- Substance. I want to hear about a new or better idea I can use personally, whether or not I work with the presenter. Also, I want to learn about the reasons for the presenter's perspective or better idea. I like a presenter that provides details about why they are making a recommendation so that I can evaluate the logic.
- Knowledge. I like to ask a question on a topic which I've researched to confirm my understanding. I don't have an issue if the presenter disagreeing with me. However, I will not work with an advisor who doesn't have more knowledge than me on a topic that is supposed to be an area of expertise.
- No Pressure. I like to invest according to my own timing, not the presenter's timing. I'm OK waiting until I'm comfortable, even if I miss some gains as the market continues to rise.
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This is not financial advice. Please consult a professional advisor.
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