If you were looking for a financial planner (or considered changing planners), what would you want to see before you contacted someone?
34
votes
A clear guide on what I could expect to pay for various services.
Client feedback as a rating (e.g. percentage, star rating, NPS).
Client testimonials.
That they have clients just like me.
An explanation of what a financial planner does.
What I could achieve with a financial planner.
An explanation of the process if I decide to set up a meeting.
That they care what their clients think.