In choosing a full-service broker, never
just pick a firm and walk into an office
unannounced. This is a recipe for being assigned
to "the broker of the day," who
is usually an inexperienced employee whose
turn it is to get that day's walk-ins. Also
be wary of unsolicited "cold calls"
or mailings from brokers who are seeking
Better to start by inquiring
and family, just as you would
to find a doctor, lawyer or roofer.
If you are interested in a particular firm,
first contact the office manager or sales
manager at the location where you propose
to do business. After a discussion of your
investment goals and preferences, these people
can suggest a broker who might be compatible
with you. Then, be sure to interview your
prospective broker at length to ensure that
his philosophy is in sync with your preferences
and needs. This is also the time to bring
up the matter of the cost of doing business,
and to negotiate if you are so inclined.
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