Know what a sound process looks like.
A dealer worth your time should meet every standard below. The theme is simple: time to review, exact numbers, written terms, and no movement of capital until the client has read the document.
- Time to review before you commit
- The exact margin on every product
- Every cost documented in writing
- Products matched to your goals
- Numbers in hand before capital moves
1. Time to review before you commit
A sound dealer gives you the numbers in writing and steps back. Pressure to decide on the spot is a reason to stop.
2. The exact margin on every product
You deserve the exact dealer premium on each product, not a vague blended number for the whole order.
3. Every cost documented in writing
Any cost worth paying is worth seeing on paper before funds move.
4. Products matched to your goals
Product form should line up with your stated goal and time horizon.
5. Numbers in hand before capital moves
The written breakdown comes first. Capital movement comes only after review and decision.