Friday, March 20, 2015
How to partner with the right financial adviser - Financial Planning for Women
The term financial adviser can be so broad that several vocational groups could fall under its umbrella. Insurance agents, registered investment advisers and registered representatives could be in that category. The fiduciary community comprised of tax attorneys, CPAs and bank trust officers could also be applicable. And then there's the credentialed adviser like certified financial planner, chartered life underwriter, chartered financial consultant. In profession financial circles some of these titles would not be accepted as a financial adviser, but nevertheless there listed throughout the public domain.
There are several online methods of vetting an adviser that can help in the assessment process. You can research broker check and your state department of insurance to determine if your adviser or agent has run afoul of the regulators. You can review LinkedIn profiles in your discovery process to size up a candidate. You can ask for referrals from trusted sources.
Syndicated financial columnist and talk show host Steve Savant interviews registered investment adviser and certified financial planner Heather Coulter. For almost 20 years she has been managing money and using a unique mind mapping software that analyzes, stores and retrieves client data and photos. This is episode 5 of 5 in the series, Financial Planning for Women.
About Steve Savant
As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.
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