How to Pick a Financial Planner Who's Right for You

by Pathlie Lee Business consultant

Running a business that provides financial services means one thing: you need to hire talent with the right credentials. And by credentials, we don’t only mean educational or professional training. We talk about trustworthiness as a major qualification. If you’re at a loss, or you’re just starting to look for people to fill up key positions in your company, get professional help. Work together with a financial recruiter; with the right recruiter, you can pick a financial planner that’s right for you.

 

Start with the Basics

Know what you need. Are you an asset manager? Do you need to raise capital for your organization? Do you run a family-owned business? Are you looking for ways to grow that business, not only for the members of your family but for your board members as well? Do you need help with your business objectives? Knowing why you need a financial planner will help you realize what kind of help will suffice, all while narrowing down your options with ease.

 

Look for Qualifications

When you look for financial service recruiting services, not just any company will do. It needs to be a firm that you can trust. What kind of work has the company done in the past and is that experience relevant to you now? If that’s not the case, then look elsewhere. Be sure to go over the firm’s service queue. What services does it offer, and do you need any of those services? If you do, does the firm have qualified staff to provide the help you need?

 

Check Out Reviews

The Internet makes it easy for consumers to complain or provide their feedback about a given service or product. Use that to your advantage when you check out reviews or comments about the firm. Are there a lot of positive reviews? Was the company successful in providing the help that the firm needed? Will the clients hire them again?

If there any negative reviews that stand out, pay attention to them, too. Some of the comments may also contain references to recurring problems with the way the firm handles client issues. If that happens, consider if the issue is a deal-breaker or not.

 

Make an Appointment

Pay attention to the staff. Are they professional and knowledgeable? When you called to ask for an appointment, was the firm dismissive? Did you get a sense that you were being rushed off the phone? Or did they take their time with you, providing you with helpful answers enough to get you to make an appointment and talk to a representative of the firm?

 

Hire for Alignment

In-person meetings always make it easier for you to make good hiring decisions. You have a better idea of what the other person is thinking when you consider the person’s body language. That could give you tell-tale clues on whether to proceed or not. Is the person tense, bored, or distracted? Those observations will help you pick the right financial recruiting service for your company’s needs.

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Created on Mar 17th 2020 11:59. Viewed 428 times.

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