I use an agent (i.e. a stockbroker or relationship manager) actively on my personal investments. Here are some tips on how to use them:
1. Ask them to get relevant information for you. They have access to a large institution and colleagues who can identify and extract the information.
2. You can ask for their views and advice. But, you should be ready to take the decision yourself. It is your money that is being invested.
3. Get them to transact for you. They know the process and forms that have to be filled. They can fill the form for you and follow up on the next steps.
4. Pay them the standard fee for this service. They need to make a living, and can save you a lot of your time (which is costly) and unnecessary expenses.
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