Finding Affordable Financial Advice
It really isn't that hard to find a professional to help with your finances. Many times the larger firms have staff to help, if you don't mind a somewhat bias opinion. But to get the best, advice without talking to a "salesman", you may have to be willing to pay some money.
Looking For Help
Let's start with the easy, uncomplicated way of searching for advice. The first place should be your phone book. That way you'll know where the firm is located an if it will be convenient for your purposes. Assemble a small list of firms from the phone book, call and see what you can learn on the phone. Then you can determine if they will charge for a personal consultation and if they do what that fee will be. Also ask if they do charge a fee, and you contract their services if that fee will be credited back to your account. With the economy the way it is the firms may be more flexible in their charges.
Do your networking at work and play.
You never know, someone from your golf club may have a great prospect. Conversely, a business associate may be able to steer you to a great performer. Doing this may also keep you away from making the same mistakes they did in the past with bad choices. Eliminating bad advisors is as important and finding good ones.
Check Out The Prospects
Once you have found someone that you think you would like to work with, you can take their information to the Internet. This way you will be able to find out anyone else's experiences with them. This will help you to pick the right person for your needs and help you to save some money in the long run.
Look on all the financial websites that do not belong directly to a particular firm. The firms site will be generally oriented to selling the product/service the company has available. Message boards, chat rooms that have a financial bent will be best. Search the firm/advisor's name for both positive and negative comments. Don't be put off if there is a negative comment or two as we all take our finances very personally and the negativity may be a personality conflict. Of course if it turns up overwhelming bad comments move on to the next prospect.
Getting financial aid is not difficult but you must find the right person/firm who understands you particular situation and goals. They must comprehend your tolerance for risk, and where you hope to be in 5, 10, 20 years. Use the person who has the best track record, and someone who is comfortable discussing all the aspects of your finances and the experience will prove profitable for you. - 23196
Looking For Help
Let's start with the easy, uncomplicated way of searching for advice. The first place should be your phone book. That way you'll know where the firm is located an if it will be convenient for your purposes. Assemble a small list of firms from the phone book, call and see what you can learn on the phone. Then you can determine if they will charge for a personal consultation and if they do what that fee will be. Also ask if they do charge a fee, and you contract their services if that fee will be credited back to your account. With the economy the way it is the firms may be more flexible in their charges.
Do your networking at work and play.
You never know, someone from your golf club may have a great prospect. Conversely, a business associate may be able to steer you to a great performer. Doing this may also keep you away from making the same mistakes they did in the past with bad choices. Eliminating bad advisors is as important and finding good ones.
Check Out The Prospects
Once you have found someone that you think you would like to work with, you can take their information to the Internet. This way you will be able to find out anyone else's experiences with them. This will help you to pick the right person for your needs and help you to save some money in the long run.
Look on all the financial websites that do not belong directly to a particular firm. The firms site will be generally oriented to selling the product/service the company has available. Message boards, chat rooms that have a financial bent will be best. Search the firm/advisor's name for both positive and negative comments. Don't be put off if there is a negative comment or two as we all take our finances very personally and the negativity may be a personality conflict. Of course if it turns up overwhelming bad comments move on to the next prospect.
Getting financial aid is not difficult but you must find the right person/firm who understands you particular situation and goals. They must comprehend your tolerance for risk, and where you hope to be in 5, 10, 20 years. Use the person who has the best track record, and someone who is comfortable discussing all the aspects of your finances and the experience will prove profitable for you. - 23196
About the Author:
Richard Moran is a Business Consultant and writer for Money Helpers. The Blog contains hundreds of articles, charts, and calculators to aid you in your Business health. All the aspects of the Blog are free and it is updated on an almost daily basis. If you are looking for any Business information or products they can be found on Money Helpers.
posted by X - Men @ 2:34 AM
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