The term of advisor is designated to that individual who as a professional activity is in charge of advising and providing advice to certain people who are faced with certain circumstances, preferably on image, government, finance, politics, science, among others..
At the request of finance, the financial advisor will be the professional in charge of discovering the financial needs of his client, analyzing a certain number of past, present and future issues of this, also taking into account his age, available assets, tax rate, situation family and professional. Once all these variables have been analyzed, the advisor will provide his client with a series of alternatives and investment recommendations that adjust to all this that was analyzed, of course, not to cause any type of future economic setback and above all report some type of benefit with these.
Above all, the advisor-client relationship must be based on a mutual and close trust, 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.
