NB: Euro Millions & National Lotteries do not provide comprehensive information.
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Candidate Interviewed:
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Date:
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Interviewed Personally by Winner:
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Your Email Address :
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Marking
(Yes = 1, No = 0) |
1. |
Experience, many questions to check out a track record on comprehensively advising winners financially? |
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2. |
Full-time Advisor, available on 24 hour call, to give continuing client service? |
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3. |
Qualifications, financially appropriate for advising large lottery winners? |
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4. |
Registered & Passported, with National/International Financial Regulators? |
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5. |
Broker, who can give more options to implement truly impartial recommendations? |
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6. |
Research Facilities, who can access independent computer database facilities? |
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7. |
Support Team of Experienced Specialists, eg Lawyer, Psychologist, etc? |
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8. |
Wider & Advanced Range of Services, unique, added value for Winners? |
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9. |
Knowledgeable, with ”20 Pay Life”? How can I benefit? |
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10: |
Comfortable, feeling when dealing with him/ her, as my Advisor? |
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11: |
Payment. The initial first meeting should be free? |
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12: |
Try Before You Buy. Always interview candidates Face-to-Face? |
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13: |
Ask Questions. Don’t be shy. It’s your Money, Happiness and Future! |
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14: |
List of 40 Interview Questions? |
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TOTAL |
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Additionally, after interview, personally check on shortlisted candidates’
references & testimonials
(at least 2 from Professionals/ Investment Firms). |
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*** Know thyself – or – I don’t need an Advisor ***
You are in the BIG LEAGUE now. You are playing a different game where the stakes & risks are different - a lot different!
You deserve & can now afford the Right Advisor. |
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If you want a 2nd opinion or have queries or need assistance:- |
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For more information -
Contact: Dr Brian Hamilton |
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