The Foundation: Why a Good Financial Advisor Should Have a Firm Educational Background
Posted by wpadmin | Posted in Financial Advisement | Posted on 29-04-2015
Tagged Under : advisement, apprentice, business, certification, coach, consultation, finances, financial advisor, Income Tax Planning Network, Income Tax Planning Network reviews, inquiry, learning, licenses, licensure, mentor, personal, qualification, tax planning, theincometaxplanningnetwork.com, theincometaxplanningnetwork.com reviews
Clearly, honesty is crucial when consulting with a financial advisor. So why not take advantage of that with a bunch of questions to ask during such an interview? One particular question is the obvious one: education. Where did the prospective financial advisor get the grade? What was the grade? More importantly, did the advisor enjoy the training after even getting the degree? Talk about the mentor or coach. But gritty and real with that financial advisor to dig up the roots and find out if you’re dealing with someone who’s not only experienced, but actually loves the job more than anything to the point that you’re not just going to get par for the course when it comes to financial and tax planning services, but a few birdies and eagles to boot on an 18-course run.
Asking a Financial Advisor This Question, Though, Is More Than Just About 
Gathering the Credentials
You’re getting a feel for whether or not the financial advisor worked well with the higher-ups back in the day. If the financial advisor enjoyed working with his/her teachers, coaches and mentors throughout the educational upbringing, the research right there will tell you that you may be dealing with the cream of the crop.
After all, financial advisement isn’t just a 2-person, “let’s meet once in awhile” sort of deal. This is all about your finances. Your money. If someone’s going to be working with you on your money, you’re going to want to be completely involved with that person from front to back, beginning to end, and sideways, making sure you’re both on the same page.
You want to know what the financial advisor’s pets are. How they’re fed. Where they sleep. And how much hair they lose during the Spring season, in other words. That’s just an example, of course.
Don’t Overdo It, of Course
You’re still a partnership — but it’s definitely a very close partnership. At the end of it all, you may not only get a major connection in your life — very much like a lawyer or doctor, to be honest — but a person who can manage your finances and keep you going throughout your life. There’s value in that. Ask the right questions to ensure you get that value quite well.
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[…] Coach or Mentor? — Think about it. How the financial advisor developed largely depends on whether or not the financial advisor enjoyed the field hours with the trainer back as an […]