Choosing A Financial Advisor
Unfortunately, most people spend less effort in choosing a certified financial advisor than they do a hairstylist. You wouldn't trust a less than experienced and qualified doctor to perform a surgery on you, would you? Then why would you just hire a financial advisor because your brother does, or because Greg from the office has? Your financial goals are yours, and yours alone, and they cannot be met with advice from a financial advisor who doesn't have experience dealing with people like you. Advertisements in newspapers extolling the virtues of a financial advisor don't tell the whole story and neither do ads in the Yellow Pages. Anybody who can afford to do so can take out an ad; it tells you nothing about his capabilities. While choosing a personal financial advisor, it is important that you choose someone who has experience in your kind of situation.
When it comes down to that, you should base your selection of a personal financial advisor on how comfortable you feel with him, and this can happen only when you conduct an interview. Ask him questions. Does he have an investment strategy that you're comfortable with? What sort of investment options is he most likely to be interested in? Does he seem too risk taking for your comfort,or too safe for your liking? Ask him about his roster of clients and the average account size. You should be comfortable with these numbers. Does he have liability insurance? What kind of remuneration package does he require -- some advisors prefer a commission based package, while others require a small fee.
If your financial advisor leaves you feeling uncomfortable, don't ignore these feelings. Your financial advisor will have extensive knowledge of your financial affairs, from your income level and sources, to your income tax returns. This is a person that you need to feel 100 percent comfortable and secure around. Look into his background to see if there have been complaints filed against him. We make the process of finding a certified financial advisor easy and stress free! Simply fill out the form, and you will be hooked with top financial advisors in Atlanta. You can narrow this list of personal financial advisors down based on the research, and then select an advisor based on interview that you conduct. Our member financial advisors are all qualified people who have been in the business for many years now.