Having closely observed financial advisers (by whatever name called) deal with customers (investors or borrowers) for about 2 decades now, it occurred to me that it maybe useful to share my thoughts with customers on how to engage with their financial advisers.

While most of this would be premised on the Indian context, I am sure extrapolations may resonate with customers elsewhere. My attempt would be to pick topics / conversations / engagement tidbits / debates / regulations on an ad-hoc basis and share my thoughts on how anyone can use it to assess the intent & competence of your financial adviser.