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4 Mistakes you should avoid when selecting a financial planner
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[QUOTE="Jasz, post: 252153, member: 61772"] You will be working with your financial planner for years to come. It's important that you feel completely comfortable and confident in their abilities. If you are not yet ready to hire a financial planner, consider these mistakes that can make or break your relationship with one. 1. Not doing your homework If you're going to spend money on something, you might as well make sure it's worth it. Before you hire a financial planner, research their background and qualifications first. 2. Only hiring the cheapest option Just because someone is charging less than the rest of their competitors doesn't mean they're not qualified or capable of providing quality services. To ensure that you're getting the most bang for your buck, do some research into what type of licenses (and which licenses) the various candidates have before making a decision. 3. Not asking questions during the interview process During the interview stage, ask questions about how long they've been in business and how many clients they've worked with before so that you get a good idea of what kind of experience they have working with clients like yourself and whether or not their style matches up with yours. This is also a great opportunity to get insight into whether or not they'll be able to provide answers. [/QUOTE]
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