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2013
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TIME TO STEP OUT OF YOUR COMFORT ZONE
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INVESTMENT FOR GREY KIWIS
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What does the term opportunity cost mean and do I need to know about it?
Why should I learn about money, my partner takes care of all that?
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Double your Savings Calculation
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Do you need a Financial Professional
May 20, 2013 at 11:12 AM
Many of us have had some bad experiences with Professionals who are more concerned about receiving their commission than they are about serving us, the client. Rather than choosing a Professional because they are the listing property agent, the Accountant down the road, or the one we saw in the newspaper or TV; here are some tips on selecting the best Professional for you:
1) First select a company with a good reputation, this may have come from a referral via a friend or family member who has used the company and had good results.
2) Next select a Professional within the company who has sound industry knowledge, validated results and has personal integrity (this may not be the person who has been in the company the longest).
3) Set up an interview with the selected Professional so that you are able to find out more about them and their approach and they can find out more about you and what you are looking for.
4) Put the Professional on trial. If you have some success with the Professional, add them to your team (or onto your contacts). If you do not have success or the relationship is not going well, then look for someone else. Do not settle for second best or you will be disappointed.
Good luck in your search for the right financial Professional.
