If you were looking for a financial planner (or considered changing planners), what would you want to see before you contacted someone?
by MyNextAdvice
In a Facebook poll of 34 respondents, 20.6% chose “A clear guide on what I could expect to pay for various services.”. How we count
A clear guide on what I could expect to pay for various services.
20.6%7
Client feedback as a rating (e.g. percentage, star rating, NPS).
14.7%5
Client testimonials.
11.8%4
That they have clients just like me.
11.8%4
An explanation of what a financial planner does.
11.8%4
What I could achieve with a financial planner.
11.8%4
An explanation of the process if I decide to set up a meeting.
11.8%4
That they care what their clients think.
5.9%2
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