How to Choose a Financial Advisor

Goals

To identify the top 5-10 recurring themes in the articles included in the attached spreadsheet.

Early Findings

We were able to evaluate the first eight (8) articles listed in the attached spreadsheet during this initial hour of research. We've included each article's main themes in rows 2-9 of column C.

Recurring Themes

Proprietary Research

In addition to this public search, we scanned our proprietary research database of over 1 million sources and were unable to find any specific research reports that address your goals.

Proposed next steps:

You need to be the project owner to select a next step.
We recommend continued research to identify the main themes in the remaining 90 articles. We will include them in column C of the attached spreadsheet and highlight recurring themes in an accompanying write-up.
As an additional request, we could evaluate the completed spreadsheet to identify the top ten (10) suggestions in terms of frequency.