Finding a financial advisor is easy. That’s because they find you. The problem is, the advisors who market this way are usually sales representatives (reps). If you are like most investors, you do not want sales reps telling you how to plan your future and invest your assets.
Finding higher quality advisors can still be easy. You just need a process that puts you in control of your choices. You determine whom you talk to, not advisors who purchased your name, email address, and telephone number from a direct mail house.
One solution is the “Find Advisors” service that resides on the Investor Watchdog (www.InvestorWatchdog.com) website. You choose the search method that works best for you. One popular method is to input your zip code and view listings for advisors in your community. A more advanced search method is to tell the system the types of financial services you need and the distance you are willing to travel to meet a prospective advisor. You also choose the method of initial contact, telephone or email. […]