All rights reserved.
How do I find a good Financial Advisor?
You can come in contact with a Financial Advisor through a couple of methods:
1.) the Referral. Ask your friends if they use one and if so ask if they are happy
and would recommend them. This is the easiest way; however, some people
feel that if they recommend someone and you have a bad experience then
somehow it will have a negative impact on your relationship, so they may be
hesitant. To avoid this, let them know that you are interviewing new advisors
and want to have as many good candidates as possible. This will give the
referring friend the comfort of knowing that any decision you make is based on
your own findings and not their opinion (you will find they may give you the
names of a couple of other advisors that they may have considered or are
considering as well.) 2.) The next source to find a potential advisor is the world
wide web. There are several reputable organizations that have directories of
advisors across the country. The CFP board's website (www.cfp-board.org) list
all of the Certified Financial Planners in your area. The CFP® is the premier
designation in the financial planning community and should probably be one
criteria for your new advisor. Some other websites include The Financial
Planning Association (www.fpanet.org) and The National Association of
Insurance and Financial Advisors (www.naifa.org). These are both
organizations that have a strong code of ethics and offer their members
ongoing continuing education. 3.) Send a request to us and we will assemble a
list of advisors in your area to help you get started.
IMPORTANT: Regardless of your source to find a new advisor we strongly
recommend that you interview at least three, to find someone that you feel
comfortable with and that you feel will best handle your situation.
You can come in contact with a Financial Advisor through a couple of methods:
1.) the Referral. Ask your friends if they use one and if so ask if they are happy
and would recommend them. This is the easiest way; however, some people
feel that if they recommend someone and you have a bad experience then
somehow it will have a negative impact on your relationship, so they may be
hesitant. To avoid this, let them know that you are interviewing new advisors
and want to have as many good candidates as possible. This will give the
referring friend the comfort of knowing that any decision you make is based on
your own findings and not their opinion (you will find they may give you the
names of a couple of other advisors that they may have considered or are
considering as well.) 2.) The next source to find a potential advisor is the world
wide web. There are several reputable organizations that have directories of
advisors across the country. The CFP board's website (www.cfp-board.org) list
all of the Certified Financial Planners in your area. The CFP® is the premier
designation in the financial planning community and should probably be one
criteria for your new advisor. Some other websites include The Financial
Planning Association (www.fpanet.org) and The National Association of
Insurance and Financial Advisors (www.naifa.org). These are both
organizations that have a strong code of ethics and offer their members
ongoing continuing education. 3.) Send a request to us and we will assemble a
list of advisors in your area to help you get started.
IMPORTANT: Regardless of your source to find a new advisor we strongly
recommend that you interview at least three, to find someone that you feel
comfortable with and that you feel will best handle your situation.
 |
| |
 |
| |
 |
| |
 |
| |
 |
| Ask An Expert Ask any question you would like an answer to we try our best to get you a complete and detailed answer. |