If you were looking for a financial planner (or considered changing planners), what would you want to see before you contacted someone?

Question

Poll Results

Use Poll in Facebook Messenger:

Answer 1

Client feedback as a rating (e.g. percentage, star rating, NPS).

Answer 2

Client testimonials.

Answer 3

That they have clients just like me.

Answer 4

That they care what their clients think.

Answer 5

An explanation of what a financial planner does.

Answer 6

What I could achieve with a financial planner.

Answer 7

An explanation of the process if I decide to set up a meeting.

Answer 8

A clear guide on what I could expect to pay for various services.

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