这个“其他人”可以是你的朋友或是理财顾问。
私人理财顾问为客户提供理财建议。
Personal financial Advisors give financial advice to their clients.
召开家庭会议，或只需坐下咨询理财顾问。
Call a family meeting or just sit down with your financial advisor.
如果你认为个人理财顾问只为富翁而存在，那么你错了。
If you think that personal financial advisors are only for the rich, you're wrong.
去年秋天，他开始兼职做小企业的顾问和个人理财顾问。
Last fall, he started moonlighting as a small-business consultant and personal finance counselor.
她们还希望理财顾问能够认识到建立一种可靠关系的重要性。
'They also want an adviser who' recognizes the importance of an authentic relationship.
一直支持年金理财的理财顾问则会说：“我早就这么告诉过你们了。”
And advisers who've backed annuities all along are saying they told us so.
近年遭遇一场监管风暴的传统理财顾问，现在又面临被算法排挤的窘境。
Traditional financial advisers have encountered a blizzard of regulation in recent years and now face being usurped by algorithms.
理财顾问会对基金经理说，他们自己可以管理现金，不需要基金经理操心。
'Advisers tell fund managers, he adds,' we don't need you to manage cash for us, we can do it.
假如你对投入资金不在行，没出国疑问找个理财顾问，委托他帮你投入资金。
If you are not not good at making investments, talk to a financial consultant and entrust your savings with him.
新一代的网络技术使理财顾问们有机会向客户提供一些更令人感兴趣的信息。
The reality is that new online technology presents an opportunity for advisers to offer something more compelling to clients.
妇女们还觉得，理财顾问太过关注短期收益，而不是那些“重大的人生里程碑”。
Women also feel that wealth advisers focus too much on short-term results rather than 'major life milestones.
报告说，每个成功女性都在经历一个与众不同的人生，她希望理财顾问能够和她同行。
'Each successful woman is on a unique journey, and she expects her adviser to travel along with her,' the study says.
这些评级是由第三方机构评定的，理财顾问和保险公司会在客户咨询的时候披露这些评级。
These ratings are issued by third-party companies; advisers and insurers will disclose them to customers who ask.
如果你现在对找一个好的理财顾问感兴趣，那么跟你的朋友们谈谈，看看他们有没有要着力推荐的人。
If you're interested in finding a good financial advisor, talk to some friends and see if they have one they recommend highly.
纽约理财顾问斯泰西·弗朗西斯(Stacy Francis)说，找合伙人“要像找老公一样。”
But pick a partner 'similar to the way you choose a husband,' advises Stacy Francis, a financial adviser in New York.
理财顾问Charles Lowenhaupt称，创造财富通常很爽，但省钱就乏味了。
Creating a fortune is often fun, but conserving it can be tedious, says Charles Lowenhaupt, an adviser to the wealthy.
专业理财顾问不仅可以帮你办理业务，包括安全处置财务适宜，而且可以保障您财产的权益。
Professional phone personal banker can not only transact business for you including performing banking transactions but control your financial interests in total security as well.
例如，在经纪业应用程序中，理财顾问可以查看其个人客户的帐户，但却不能查看公司的其他客户的帐户。
For example, in a brokerage application, it may well be that a financial advisor can see the accounts of their personal customers, but not those of other customers of the firm.
例如，在经纪业应用程序中，理财顾问可以查看其个人客户的帐户，但却不能查看公司的其他客户的帐户。
For example, in a brokerage application, it may well be that a financial advisor can see the accounts of their personal customers, but not those of other customers of the firm.
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