| Finding a financial planner can be a very hard task. It | | | | Education Classes * People sign up for financial |
| is much too easy to fall prey to scan artists and | | | | education classes to try and improve their knowledge |
| shady characters that are only going to be interested | | | | about finances. They are usually very eager to |
| in taking advantage of you. You need to know how | | | | attend the classes and think that this will result in an |
| to navigate through them and make a good choice. | | | | improvement in their financial situation. |
| There is a good way and a terrible way to find a | | | | The instructors of these classes are usually brokers |
| financial planner. Any company of individual that | | | | or financial planners that are just out to hook some |
| offers their services in the following ways is not | | | | new clients. They will teach the class just enough to |
| going to be worth your time. | | | | have them feel more knowledgeable on the subject |
| Cold Calls * Picture this, you just walked in the door | | | | but won't teach them everything in hopes to gain |
| after work ready to sit down and the phone rings. | | | | their trust and retain their services for the missing |
| On the other end is someone who says that they | | | | information. |
| are a financial planner and have all of the answers to | | | | Free Seminars * The saying * You get what you pay |
| make your financial worries go away. This is very | | | | for* is very true in this case. These functions have |
| annoying. | | | | no attendance fees and the teachers don't even get |
| A cold call is an unsolicited call from a supposed | | | | paid. |
| financial planner and is very intrusive in nature. These | | | | The main goal of the teachers is to get hopefully |
| people are almost always very rude and aggressive | | | | noticed and established in the field and ideally to get |
| and will do anything to keep you on the line in hopes | | | | the people in the audience interested in paying for |
| of earning a commission. | | | | their services. |