| Finding a good financial planner is not the easiest thing | | | | unsolicited phone call from a person claiming to be a |
| in the world to do. There are so many scam artists, | | | | financial planner or advisor. By its very nature a cold |
| shady characters, and bad information out there that | | | | call is intrusive, and they're usually made by |
| the waters are tough to navigate. There is the right | | | | aggressive salespeople that are seeking a new |
| way to find a financial planner and the wrong way. | | | | commission. |
| You'll want to avoid any company or individual that | | | | You'll want to keep a log in a notebook when you |
| approaches you in the following manner. | | | | receive this calls. Be sure to jot down the name of |
| Cold Calls - When you've just finished a long day at | | | | the business, the name of the person that called, and |
| work and you're ready to relax, nothing quite ruins | | | | day and time of the call. Do this each time you get |
| the moment like a telemarketer. When it's a wishful | | | | one of these calls. Very politely tell them that they |
| financial planner on the other line promising you the | | | | are not to call you again. If they do, you'll have the |
| achievement of all of your financial goals it can be a | | | | record of their previous call and you can sue them in |
| bit much. Cold calling occurs when you receive an | | | | small claims court. |