4. How Sensitive Is He?

How sensitive is your financial advisor for the fact that you share your private and confidential information? Can you trust him with all the disclosures of your wealth, your documents and your fear about your finances? If the relationship with your manager has distorted his job and is tempting you to transfer your account to his new employer, he is absolute unethical.

The reason behind this is maybe he has shared your data to his new employer and perhaps negotiated a higher incentive for himself. It is very common for private bankers and relationship managers to be hired for assets and accounts they can bring. So do not be a pray for such appalling practice.