Professional credentials come first when looking for a financial planner, but millennials should also be looking for someone with a good network, and a succession plan.
These factors will help you get to know your advisor better and set you up for a long lasting professional relationship. Over the last two decades, I've been in hundreds of meetings with prospective clients. In recent years, more and more of these meetings have been with millennials who are looking for professional help managing their money to meet expanding financial goals.
Transitioning to a financial advisor takes a lot of upfront time and effort. You don't want to risk repeating that process again if the advisor's succession plan doesn't fit your needs, or stepping into the chaos that ensues if the advisor failed to put a plan in place. The most popular referral I make is to a health insurance broker who is an experienced partner in helping clients choose plans that best serve their health needs and financial circumstances.
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