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What to Know Before Hiring a Financial Adviser

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Join our #CreditChat every Wednesday at 3 p.m. ET on Twitter and YouTube. In this week's chat with @R_Alan_Moore, @KatieYRL, @WrenneFinancial, @Marybstorj and @Sophiabera, we talked about important questions to asking before hiring a financial planner. This deck features highlights from our chat with tips from: @GraceKvantas, @Sophiabera, @Marybstorj, @LeslieHTayne, @WrenneFinancial, @ErikOKlumpp, @KatieYRL, @XYPlanning, @R_Alan_Moore, and @LeslieHTayneEsq

Publié dans : Économie & finance, Mode de vie
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What to Know Before Hiring a Financial Adviser

  1. #CreditChat Wednesdays | 3 p.m. ET What to Know Before Hiring a Financial Adviser Featuring Certified Financial Planners: @R_Alan_Moore, @KatieYRL, @WrenneFinancial, @Marybstorj and @Sophiabera
  2. Join our #CreditChat every Wednesday at 3 p.m. ET. This week, we talked about steps to take before hiring a financial planner.“ Check Out All the Tweets and Resources: ex.pn/adviser
  3. Wednesdays | 3 p.m. ET Why have many people never seen a financial adviser? #CreditChat
  4. Many people never see financial advisers because of lack of awareness, cost, or apathy toward financial matters. Tweet by @GraceKvantas #CreditChat
  5. Tweet by @Sophiabera to work with a financial planner. Many people don’t think they have enough money #CreditChat
  6. Working with an advisor also means being ready for change and exposing bad habits, which can be a tough pill to swallow. Tweet by @Marybstorj #CreditChat
  7. Wednesdays | 3 p.m. ET Why is seeing a financial counselor helpful? When is a good time? #CreditChat
  8. While most people wait until there’s a problem, you can really go at any time. In fact, it’s better to go BEFORE trouble. Tweet by @LeslieHTayneEsq #CreditChat
  9. People don’t plan to fail, they fail to plan! A planner will help you get it done. Tweet by @WrenneFinancial #CreditChat
  10. Any time is good to meet with a planner -- Facing life transitions, tackling debt, figuring out employee benefits, goal planning. Tweet by @Marybstorj #CreditChat
  11. Wednesdays | 3 p.m. ET What types of qualifications and experience should an adviser have? #CreditChat
  12. Look for a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial planning. Source: The Wall Street Journal #CreditChat
  13. Look for an advisor who specializes in clients like you. Tweet by @ErikOKlumpp #CreditChat
  14. Wednesdays | 3 p.m. ET What types of financial advisers should you avoid? Any warning signs? #CreditChat
  15. If you feel like you’re being pushed, sold or talked down to, run away and find a better advisor. Tweet by @KatieYRL #CreditChat
  16. Avoid any advisor who does not have a clear, transparent fee structure and who will not work as your fiduciary. Tweet by @XYPlanning #CreditChat
  17. Wednesdays | 3 p.m. ET What services do financial planners offer? #CreditChat
  18. Organization - Accountability - Objectivity - Proactivity - Education - Partnership Tweet by @WrenneFinancial #CreditChat
  19. Budgeting help, debt repayment plans, maximizing company benefits, choosing 401(k) investments, goal setting and more! Tweet by @Sophiabera #CreditChat
  20. Wednesdays | 3 p.m. ET How are financial advisers compensated for providing services? #CreditChat
  21. Good financial advisors should only get paid by you (the client) directly through fees. We call that being fee-only. Tweet by @R_Alan_Moore #CreditChat
  22. Know the difference between “fee-only” and “fee-based”. Fee-only is paid by YOU. Fee-based can also receive outside commissions. Tweet by @ErikOKlumpp #CreditChat
  23. Wednesdays | 3 p.m. ET How can you make sure a financial planner is a fiduciary? #CreditChat
  24. Questions to ask your financial adviser: - Are you acting under fiduciary standard? - Can you put that in writing? Source: Bankrate #CreditChat
  25. Ask a planner to sign a fiduciary oath. All #XYNP Tweet by @XYPlanning advisors have taken an oath. #CreditChat
  26. Wednesdays | 3 p.m. ET How often does a person need to see a financial adviser? #CreditChat
  27. This usually depends on the person, but I think quarterly or semi-annually is sufficient. Tweet by @LeslieHTayneEsq #CreditChat
  28. Wednesdays | 3 p.m. ET Any final tips on how to find a great financial planner? #CreditChat
  29. Interview a few different people. There are many great planners out there, but it often comes down to a personality fit. Tweet by @Sophiabera #CreditChat
  30. Working with a Financial Planner is a relationship. Approach the search like you would a partner. Tweet by @ErikOKlumpp #CreditChat
  31. #CreditChat Wednesdays | 3 p.m. ET Check out all the resources and tips shared: ex.pn/adviser
  32. #CreditChat Wednesdays | 3 p.m. ET Join Us Every Wednesday at 3 p.m. ET. bit.ly/join-creditchat
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