64 minutes | Jun 18th 2020

EP 05: Untangling the Knot: Choosing a Financial Planner

Choosing a financial services professional whether that be a financial planner, a financial coach, or a wealth manager can be a daunting task.  Selecting any one of these professionals should be thought of as starting a long-term relationship.  So it’s best to get it right the first time.  This task is made doubly challenging since it is often wrapped up with a significant amount of emotion.  Making a sound choice is not made any easier by the myriad of titles and terms used throughout the industry. Today Adrienne attempts to add some transparency to the financial services industry by decoding many of the common titles used by financial services professionals.  Along the way she gives you some helpful points to consider when choosing the right financial planner for your unique situation.For more information visit www.mycifp.com and talk to the Clear Insight Financial Planning team.If you are in the process of selecting a financial planner, check their background and disclosures on FINRA's Broker Check database...here. (https://brokercheck.finra.org/)
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