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.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:
South Africa South Africa Latest News, South Africa South Africa Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
Inside Chinese smartphone giant Vivo's 32-floor tower HQ - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. They said they gonna built this in Delhi. They betrayed me. vivopakistan you should consider this as well & it's not impossible.
Source: BusinessInsider - 🏆 729. / 51 Read more »
How Quibi is working with influencers, inside its strategy - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web. The status quo wins another day.
Source: BusinessInsider - 🏆 729. / 51 Read more »
How some Morgan Stanley financial advisers are going back to branches - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
Source: BusinessInsider - 🏆 729. / 51 Read more »
10 things you need to know before the opening bell - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
Source: BusinessInsider - 🏆 729. / 51 Read more »
3 things you can do to make voting easier for November 2020 election - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
Source: BusinessInsider - 🏆 729. / 51 Read more »