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It depends on the client and what they want. You said you're looking for an A-team, the 'best', but what is the best depends on your needs. But if someone says 'this mortgage broker is great because she can structure complicated deals', then it's pretty useless to you if your need is for someone...

I think one should approach this from the other side. What sort of clients do knowledeable expert advisors want? What sort of clients do you not want? If you're a newbie, you want a patient advisor who explains the basics to you. And they don't necessarily have to be knowledgeable about the...