How to Choose a Financial Planner?

Posted on by

Having a best financial planner is an awesome idea to get proper guidance on managing personal finance and investing. However, how to choose a financial planner? What are the best qualities of a financial planner?

How to find a financial planner

Major qualities to check and choose a financial planner

  • A good financial advisor should have professional qualifications and certifications along with memberships in relevant professional groups.
  • Should have considerable experience and professional performance track records and service efficiencies.
  • Must have immense passion and determination towards profession.
  • Easily approachable and trustworthy.
  • Should have high degree of ethics and not profit minded.
  • Should have mentoring and pressure handling capabilities.
  • Capable to read the customer from all angles, his requirements and goals to assist with right financial advises and decisions.
  • Should have deep understanding of the markets, products and services along with good analytical skills and capabilities to handle the customer requirements proactively.
  • A good financial planner should be flexible and a very good communicator
  • He must maintain good relationships with customers to gain their confidence and like a good friend to advise on money matters.

Conclusion

Above points help you to evaluate and choose a best financial planner to meet your goals!

Any doubts? Feel free to ask or comment below.