Diese Präsentation wurde erfolgreich gemeldet.
Wir verwenden Ihre LinkedIn Profilangaben und Informationen zu Ihren Aktivitäten, um Anzeigen zu personalisieren und Ihnen relevantere Inhalte anzuzeigen. Sie können Ihre Anzeigeneinstellungen jederzeit ändern.

How to Choose a Financial Advisor

3.142 Aufrufe

Veröffentlicht am

In this #CreditChat, we talked with Garrett Planning, ThinkAdvisor and CFP Board Consumer Advocate Eleanor Blayney about steps to take when hiring a financial advisor.
You can see the full transcript and links to resources here:
http://www.experian.com/blogs/news/about/financial-advisor/

Veröffentlicht in: Wirtschaft & Finanzen

How to Choose a Financial Advisor

  1. 1. How to Choose a Financial Advisor #CreditChat Wednesdays | 3 p.m. ET
  2. 2. Join our #CreditChat every Wednesday at 3 p.m. ET. This week, we discussed how to choose a financial advisor. “ Check out all the resources and tips shared: bit.ly/financial-advisor
  3. 3. Finances are very personal - hard to find trustworthy people to share intimate details with. #CreditChat Tweet by @iGrad RETWEET THIS
  4. 4. Even financial advisors should have an advisor ... doctors still have doctors, after all Tweet by @ThinkAdvisor RETWEET THIS #CreditChat
  5. 5. When do you think someone should see a financial advisor? Wednesdays | 3 p.m. ET #CreditChat
  6. 6. It’s never too early to start planning - even if you can only take babysteps. Tweet by @ReadyForZero #CreditChat RETWEET THIS
  7. 7. Seeing an advisor is just like seeing a doctor: go when you are financially “sick” or when you need a check-up. Tweet by @EleanorBlayney #CreditChat RETWEET THIS
  8. 8. Age doesn’t matter. Tweet by @IdiyaConsulting #CreditChat RETWEET THIS When you want to set yourself for success financially ...
  9. 9. The best time to see a financial advisor is yesterday. Tweet by @csmithraleigh RETWEET THIS #CreditChat
  10. 10. Time to reach out when you first begin having financial concerns. Tweet by @nfccdebtadvice RETWEET THIS #CreditChat Financial problems don’t cure themseleves.
  11. 11. What questions should you ask when choosing a financial advisor? Wednesdays | 3 p.m. ET #CreditChat
  12. 12. Main question to ask when choosing a financial advisor: Tweet by @AARPMoney RETWEET THIS How are you compensated? #CreditChat
  13. 13. Ask certifications, affiliations, length of practice, expertise and fees Tweet by @iGrad RETWEET THIS #CreditChat when recruiting a financial advisor.
  14. 14. Ask for references from satisfied clients. Tweet by @MoneyCrashers RETWEET THIS #CreditChat
  15. 15. The SEC has a good list of questions to ask about advisors. Tweet by @ThinkAdvisor RETWEET THIS #CreditChat VIEW QUESTIONS
  16. 16. What types of qualifications and experiences should a financial advisor have? Wednesdays | 3 p.m. ET #CreditChat
  17. 17. A legitimate agency is always more interested in your bottom line than theirs. RETWEET THIS #CreditChat Tweet by @nfccdebtadvice
  18. 18. Not all certifications mandate that financial advice must be in client’s best interest RETWEET THIS #CreditChat Tweet by @AARPMoney Ask about fiduciary duty.
  19. 19. What are red flags to watch out for when meeting a financial advisor? Wednesdays | 3 p.m. ET #CreditChat
  20. 20. RED FLAG: When financial advisor talks only about his credentials RETWEET THIS #CreditChat Tweet by @EleanorBlayney and does not inquire about your needs and wants.
  21. 21. Disorganization and being made to feel like they don’t have time for me. RETWEET THIS #CreditChat Tweet by @MoneyCrashers
  22. 22. Financial Advisor Red Flags: commission only, does not disclose potential bias Tweet by @iGrad #CreditChat RETWEET THIS
  23. 23. If they state they don’t/won’t have a fiduciary duty to you. Run! RETWEET THIS Tweet by @WealthHike #CreditChat
  24. 24. No accreditations and not willing to be honest with someone about their finances RETWEET THIS #CreditChat Tweet by @PlutusAwards
  25. 25. Any final tips for those looking for a financial advisor? Wednesdays | 3 p.m. ET #CreditChat
  26. 26. Spend as much time choosing an advisor as you do planning a vacation! RETWEET THIS #CreditChat Tweet by @EleanorBlayney Interview at least 2 or 3
  27. 27. Join Us Every Wednesday at 3 p.m. ET. bit.ly/join-creditchat #CreditChat Wednesdays | 3 p.m. ET
  28. 28. Check Out Past Slides ...

×