More to Consider Before Picking a Broker

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More to Consider Before Picking a Broker

Apr 12, 2008

Make sure what you need is a broker and not a financial planner. A financial planner should work with you on all your assets and liabilities, not just your investment portfolio.... investigate the possibility of working with a CERTIFIED FINANCIAL PLANNER[™ professional]. It's a designation that the planner has had a rigorous training, passed a minimum competency exam, and keeps up with the required continuing education.

Minneapolis Star Tribune
Chris Farrell
April 12, 2008

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Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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