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Recruiting a Financial Planner

In the complex world of financial planning we all need a little honest guidance. Many of us have either heard of or experienced, first hand, poor financial planning advice, writes Nigel Willmott, CFP® professional.

Many financial advisers are only focused on the transaction [commission] and not on the overall process and the client connection. Many of us can feel let down by this lack of care, diligence and attention. We also don’t know how to deal with this disappointment. In the first instance many of us don’t have the right tools to engage a financial planner. Here is a step-by-step guide that will get you going. Consider this…

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