No. of Recommendations: 2
What can he, the FA, say or show you that will convince you to use his services?

If he can demonstrate greater than market returns with lower volatility, that would go a long ways. I'm not sure why many here seem offended at the suggestion this is possible. IF he can give me higher returns after fees, it's simple math, no?

Also, he'll need to demonstrate a far deeper knowledge of investing than I have. I'll agree with others that he isn't worth it if he's merely screening mutual funds for me.

On the flip side, if I catch him lying or he tries to sell me high load funds or whole life type products, I'm done.

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