Do your homework before picking a financial planner
The Economic Times Choosing a financial advisor is like choosing your family physician. Once you are associated with him, it is difficult to restart with another. You have decided to do long term planning for yourself, but a big question remains: how does one choose a financial advisor? Here are a list of attributes that an advisor should have. Credentials Finance is a matter of trust. The most important element in your relationship with your financial advisors is the trust that he can build with you. To gauge his ability to win your trust, you should check his experience, client references, educational background and affiliation with national and international professional networks. A lack of experience may be compensated by references from clients who are satisfied. Many advisors insist that they cannot share the names of their clients to protect their confidentiality. However, there is no better endorsement than a satisfied customer. Becoming a financial advisor does not