Think about it. You would never work with a doctor who did not have the
proven intellectual capability to make an accurate diagnosis. Similarly, you
would probably not work with someone who lacked the emotional intelligence to
understand the thoughts and feelings which could affect you during your
treatment. Why should managing your wealth be any different than managing your
health?
Selecting a wealth adviser is not a decision to be taken lightly. Wealth is
complex, all-encompassing and touches all facets of life—from family to career,
hopes to fears, and goals to needs.