Personal Development for Smart People^TM Forums

wilsonng · 01-03-2007, 11:08 AM

One of the things that is important for your financial wellness is to get a good financial advisor. Of course, you can pretty much do everything on the internet yourself - buy stocks, weigh mutual funds, and others, but the important thing is you should know where to go for advice.

IN financial management, that is key. Good advice is expensive, but bad decisions can be disastrous.

The most important of course, when seeking advice is to know who to listen to, and when to listen to. That means that even the best financial advisers can ... More...

Steve · 01-04-2007, 04:40 AM

Quote:

Originally Posted by wilsonng

The most important of course, when seeking advice is to know who to listen to, and when to listen to. That means that even the best financial advisers can ... More...

Hey, you didn't finish your post!

wilsonng · 01-04-2007, 11:47 AM

Oh, I just posted a short intro, and pls. click on the MOre....

It will take you to my blog if you are interested to read further.

tomeradv · 03-26-2007, 08:22 PM

I agree with wilsonng! its defiantley worth it to get good advice when it comes to your financial wellness. That is why seeking out a competent advisor may help you to get ahead in regards to your investments. Welcome to Leadsco! - Financial Advisor and Investment Leads and Prospects for Marketing helps you to get intouch with those financial advisors. Advisor with experenince and that have been servicing client for many years. Welcome to Leadsco! - Financial Advisor and Investment Leads and Prospects for Marketing matches clients who are open to hearing a second opinion with advisors in order to help them with there investments. If you are seeking good advice on investments is always worth speaking to a financial advisor.

RT Wolf · 03-26-2007, 08:33 PM

Depending on which country you're in, people might not need to pass any sort of accreditation to call themselves financial planners, investment planners, etc. That's not to say that they're bunk, just that you should ask for any certifications applicable in your country (such as the CFP in Canada and I believe the US).

However, just because they're certified still doesn't mean jack. The OP makes a good point, look to incentives. Don't get a financial planner/advisor who gets paid per trade, fee-based is better. Incentives, incentives, incentives.

And remember to do your own research. Depending on what you're looking into, just grab some beginner books in the subject (the for Dummies books are good), not because you'l necessarily start managing your own money, but rather that you will be able to understand the advice offered by your advisor.

01-03-2007, 11:08 AM	#1 (permalink)
wilsonng Member Join Date: Nov 2006 Posts: 35	The worth of financial advisers One of the things that is important for your financial wellness is to get a good financial advisor. Of course, you can pretty much do everything on the internet yourself - buy stocks, weigh mutual funds, and others, but the important thing is you should know where to go for advice. IN financial management, that is key. Good advice is expensive, but bad decisions can be disastrous. The most important of course, when seeking advice is to know who to listen to, and when to listen to. That means that even the best financial advisers can ... More...

01-04-2007, 11:47 AM	#3 (permalink)
wilsonng Member Join Date: Nov 2006 Posts: 35	the worth of financial advisers Oh, I just posted a short intro, and pls. click on the MOre.... It will take you to my blog if you are interested to read further.

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03-26-2007, 08:22 PM	#4 (permalink)
tomeradv Junior Member Join Date: Mar 2007 Posts: 1	I agree with wilsonng! its defiantley worth it to get good advice when it comes to your financial wellness. That is why seeking out a competent advisor may help you to get ahead in regards to your investments. Welcome to Leadsco! - Financial Advisor and Investment Leads and Prospects for Marketing helps you to get intouch with those financial advisors. Advisor with experenince and that have been servicing client for many years. Welcome to Leadsco! - Financial Advisor and Investment Leads and Prospects for Marketing matches clients who are open to hearing a second opinion with advisors in order to help them with there investments. If you are seeking good advice on investments is always worth speaking to a financial advisor.

03-26-2007, 08:33 PM	#5 (permalink)
RT Wolf Family Member Join Date: Nov 2006 Location: Toronto, Canuckland Posts: 1,737	Depending on which country you're in, people might not need to pass any sort of accreditation to call themselves financial planners, investment planners, etc. That's not to say that they're bunk, just that you should ask for any certifications applicable in your country (such as the CFP in Canada and I believe the US). However, just because they're certified still doesn't mean jack. The OP makes a good point, look to incentives. Don't get a financial planner/advisor who gets paid per trade, fee-based is better. Incentives, incentives, incentives. And remember to do your own research. Depending on what you're looking into, just grab some beginner books in the subject (the for Dummies books are good), not because you'l necessarily start managing your own money, but rather that you will be able to understand the advice offered by your advisor.

Personal Development for Smart PeopleTM Forums

Personal Development for Smart People^TM Forums