It
is vital to manage your money well, especially as an entrepreneur. When you
start generating significant income with the MOBE affiliate program, you might
want to invest in a financial advisor to help you make the best decisions to
grow your money.
As
you go on with your search you will realize that it is a very daunting task. There
are so many options in the market, and they all come with different experience,
qualifications and varying fee structures.Below are three top qualities you
should make sure the financial advisor you choose possesses.
1)
A
Clean Background
Two
things are most vital when you are running a background check on a financial
planner. You most importantly want to make sure they do not have any criminal
records, especially related to discrepancies handling clients’ investment. You
also want to make sure they do not have any recurring investigations by
financial planning regulatory bodies or investment industry groups. You want to
work with someone who upholds the law and has your financial best interest at
heart.
You
also want to make sure that the person actually knows what they are doing.
Check their educational background and qualifications. Financial planning
qualifications will probably be a mumbo jumbo whirlpool that’s bound to leave
you more confused than where you started. That’s where you do your homework.
Study carefully the qualifications a financial planner needs to have, and what
qualifications top people hold in the industry.
2)
Attentive
and Responsive
Nothing
is more frustrating like being ignored when you need help. Now add the fact
that it’s someone who is currently handling your money. That’s a whole lot of
fear, frustration, and panic that you definitely don’t need. An advisor who
rarely picks up calls, return emails, or keep you updated is an advisor you
want to run from. Customer service is a very important trait of anyone
providing a service, more so for someone providing a risk service like
investment management.
Conclusion
Finding
the best financial advisor is dependent on you doing your due diligence. Know
what you want, want you are expecting, and what is not acceptable and bring it
to the attention of any advisor you meet, and if they cannot meet your
requirements, keep shopping around. Avoid settling because of issues like
price, rather find someone who can match your requirements for your price, or
be ready to pay a little more to get what you want.
EmoticonEmoticon