
Your financial advisor is very likely to ask you for referrals, so don't be turned off when they do; this is how they make their living. On the other hand, there are bad ways to go about it; if they're pushy or pugnacious, make it clear that you dont appreciate their approach.

A good financial advisor will keep in contact with you on a regular basis, so don't be annoyed if they seem to call you too much. Often, they do so in order to make you aware of new investment opportunities. It's when you don't hear from your advisor that you should worry.

Not surprisingly, financial advisors are more interested in telling you what they can do for you than admitting what they can't. It's a good idea if you ask them directly what they can't do from the very beginning, so you don't waste time later in your relationship.