SlideShare a Scribd company logo
#CreditChat
Wednesdays | 3 p.m. ET
What to Know Before Hiring a Financial Adviser
Featuring Certified Financial Planners: @R_Alan_Moore, @KatieYRL,
@WrenneFinancial, @Marybstorj and @Sophiabera
Join our #CreditChat every Wednesday at 3 p.m. ET. This week,
we talked about steps to take before hiring a financial
planner.“ Check Out All the Tweets and Resources:
ex.pn/adviser
Wednesdays | 3 p.m. ET
Why have many people never seen a financial
adviser?
#CreditChat
Many people never see financial advisers because of lack of
awareness, cost, or apathy toward financial matters.
Tweet by @GraceKvantas
#CreditChat
Tweet by @Sophiabera
to work with a financial planner.
Many people don’t think they have enough money
#CreditChat
Working with an advisor also means being ready for change and
exposing bad habits, which can be a tough pill to swallow.
Tweet by @Marybstorj
#CreditChat
Wednesdays | 3 p.m. ET
Why is seeing a financial counselor helpful?
When is a good time?
#CreditChat
While most people wait until there’s a problem, you can really
go at any time. In fact, it’s better to go BEFORE trouble.
Tweet by @LeslieHTayneEsq
#CreditChat
People don’t plan to fail, they fail to plan!
A planner will help you get it done.
Tweet by @WrenneFinancial
#CreditChat
Any time is good to meet with a planner -- Facing life transitions,
tackling debt, figuring out employee benefits, goal planning.
Tweet by @Marybstorj
#CreditChat
Wednesdays | 3 p.m. ET
What types of qualifications and
experience should an adviser have?
#CreditChat
Look for a financial adviser who is a certified
financial planner (CFP). They’re licensed and
regulated, plus take mandatory classes on
different aspects of financial planning.
Source: The Wall Street Journal
#CreditChat
Look for an advisor who specializes in clients like you.
Tweet by @ErikOKlumpp
#CreditChat
Wednesdays | 3 p.m. ET
What types of financial advisers should
you avoid? Any warning signs?
#CreditChat
If you feel like you’re being pushed, sold or talked down to,
run away and find a better advisor.
Tweet by @KatieYRL
#CreditChat
Avoid any advisor who does not have a clear, transparent fee
structure and who will not work as your fiduciary.
Tweet by @XYPlanning
#CreditChat
Wednesdays | 3 p.m. ET
What services do financial planners offer?
#CreditChat
Organization - Accountability - Objectivity - Proactivity -
Education - Partnership
Tweet by @WrenneFinancial
#CreditChat
Budgeting help, debt repayment plans, maximizing company
benefits, choosing 401(k) investments, goal setting and more!
Tweet by @Sophiabera
#CreditChat
Wednesdays | 3 p.m. ET
How are financial advisers compensated
for providing services?
#CreditChat
Good financial advisors should only get paid by you (the client)
directly through fees. We call that being fee-only.
Tweet by @R_Alan_Moore
#CreditChat
Know the difference between “fee-only” and “fee-based”. Fee-only
is paid by YOU. Fee-based can also receive outside commissions.
Tweet by @ErikOKlumpp
#CreditChat
Wednesdays | 3 p.m. ET
How can you make sure a financial planner
is a fiduciary?
#CreditChat
Questions to ask your financial adviser:
- Are you acting under fiduciary standard?
- Can you put that in writing?
Source: Bankrate
#CreditChat
Ask a planner to sign a fiduciary oath. All #XYNP
Tweet by @XYPlanning
advisors have taken an oath.
#CreditChat
Wednesdays | 3 p.m. ET
How often does a person need to see a
financial adviser?
#CreditChat
This usually depends on the person, but I
think quarterly or semi-annually is sufficient.
Tweet by @LeslieHTayneEsq
#CreditChat
Wednesdays | 3 p.m. ET
Any final tips on how to find a great
financial planner?
#CreditChat
Interview a few different people. There are many great planners
out there, but it often comes down to a personality fit.
Tweet by @Sophiabera
#CreditChat
Working with a Financial Planner is a relationship.
Approach the search like you would a partner.
Tweet by @ErikOKlumpp
#CreditChat
#CreditChat
Wednesdays | 3 p.m. ET
Check out all the resources and tips shared:
ex.pn/adviser
#CreditChat
Wednesdays | 3 p.m. ET
Join Us Every Wednesday at 3 p.m. ET.
bit.ly/join-creditchat
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Whattoknowbeforehiringafinancialadvisor 150320183859-conversion-gate01

  • 1. #CreditChat Wednesdays | 3 p.m. ET What to Know Before Hiring a Financial Adviser Featuring Certified Financial Planners: @R_Alan_Moore, @KatieYRL, @WrenneFinancial, @Marybstorj and @Sophiabera
  • 2. Join our #CreditChat every Wednesday at 3 p.m. ET. This week, we talked about steps to take before hiring a financial planner.“ Check Out All the Tweets and Resources: ex.pn/adviser
  • 3. Wednesdays | 3 p.m. ET Why have many people never seen a financial adviser? #CreditChat
  • 4. Many people never see financial advisers because of lack of awareness, cost, or apathy toward financial matters. Tweet by @GraceKvantas #CreditChat
  • 5. Tweet by @Sophiabera to work with a financial planner. Many people don’t think they have enough money #CreditChat
  • 6. Working with an advisor also means being ready for change and exposing bad habits, which can be a tough pill to swallow. Tweet by @Marybstorj #CreditChat
  • 7. Wednesdays | 3 p.m. ET Why is seeing a financial counselor helpful? When is a good time? #CreditChat
  • 8. While most people wait until there’s a problem, you can really go at any time. In fact, it’s better to go BEFORE trouble. Tweet by @LeslieHTayneEsq #CreditChat
  • 9. People don’t plan to fail, they fail to plan! A planner will help you get it done. Tweet by @WrenneFinancial #CreditChat
  • 10. Any time is good to meet with a planner -- Facing life transitions, tackling debt, figuring out employee benefits, goal planning. Tweet by @Marybstorj #CreditChat
  • 11. Wednesdays | 3 p.m. ET What types of qualifications and experience should an adviser have? #CreditChat
  • 12. Look for a financial adviser who is a certified financial planner (CFP). They’re licensed and regulated, plus take mandatory classes on different aspects of financial planning. Source: The Wall Street Journal #CreditChat
  • 13. Look for an advisor who specializes in clients like you. Tweet by @ErikOKlumpp #CreditChat
  • 14. Wednesdays | 3 p.m. ET What types of financial advisers should you avoid? Any warning signs? #CreditChat
  • 15. If you feel like you’re being pushed, sold or talked down to, run away and find a better advisor. Tweet by @KatieYRL #CreditChat
  • 16. Avoid any advisor who does not have a clear, transparent fee structure and who will not work as your fiduciary. Tweet by @XYPlanning #CreditChat
  • 17. Wednesdays | 3 p.m. ET What services do financial planners offer? #CreditChat
  • 18. Organization - Accountability - Objectivity - Proactivity - Education - Partnership Tweet by @WrenneFinancial #CreditChat
  • 19. Budgeting help, debt repayment plans, maximizing company benefits, choosing 401(k) investments, goal setting and more! Tweet by @Sophiabera #CreditChat
  • 20. Wednesdays | 3 p.m. ET How are financial advisers compensated for providing services? #CreditChat
  • 21. Good financial advisors should only get paid by you (the client) directly through fees. We call that being fee-only. Tweet by @R_Alan_Moore #CreditChat
  • 22. Know the difference between “fee-only” and “fee-based”. Fee-only is paid by YOU. Fee-based can also receive outside commissions. Tweet by @ErikOKlumpp #CreditChat
  • 23. Wednesdays | 3 p.m. ET How can you make sure a financial planner is a fiduciary? #CreditChat
  • 24. Questions to ask your financial adviser: - Are you acting under fiduciary standard? - Can you put that in writing? Source: Bankrate #CreditChat
  • 25. Ask a planner to sign a fiduciary oath. All #XYNP Tweet by @XYPlanning advisors have taken an oath. #CreditChat
  • 26. Wednesdays | 3 p.m. ET How often does a person need to see a financial adviser? #CreditChat
  • 27. This usually depends on the person, but I think quarterly or semi-annually is sufficient. Tweet by @LeslieHTayneEsq #CreditChat
  • 28. Wednesdays | 3 p.m. ET Any final tips on how to find a great financial planner? #CreditChat
  • 29. Interview a few different people. There are many great planners out there, but it often comes down to a personality fit. Tweet by @Sophiabera #CreditChat
  • 30. Working with a Financial Planner is a relationship. Approach the search like you would a partner. Tweet by @ErikOKlumpp #CreditChat
  • 31. #CreditChat Wednesdays | 3 p.m. ET Check out all the resources and tips shared: ex.pn/adviser
  • 32. #CreditChat Wednesdays | 3 p.m. ET Join Us Every Wednesday at 3 p.m. ET. bit.ly/join-creditchat