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Financial advisors are everywhere. The challenge is finding the right one.

You will never have a problem finding a financial advisor. The challenge, like looking for the right toothpaste brand or a shampoo, is deciding what kind of advisor to work with. You probably have stood in the grocery store on many occasions, wondering:

Should I get the one that specializes in fighting enamel erosion or teeth whitening?

Proper financial planning has the power to transform your life by reducing worry and establishing a workable path to your goals and dreams, but you need the right person to be your partner in this process.

To find a Financial Advisor

A good way to start is by asking friends, family and acquaintances about their Financial Advisors.

Personal recommendation from friends or family is one way to find a financial advisor but it’s not always easy to work out whether an advisor has done a good job until years after they have given the advice. Being ‘nice’ doesn’t always mean that they are a good advisor.

Meet your Financial Advisor

After you narrow your potential financial advisor list down to the most promising prospects, call each advisor to schedule a face-to-face meeting to discuss your financial plan and insurance needs. I can’t stress enough, meeting up doesn’t mean you have to get anything, but to understand more what the agent can offer you.family

You’ll want to determine three things during the interview process:

  • Can the financial advisor address your particular issues?
  • Does the financial advisor work with people like you?
  • Do you feel comfortable interacting with this person?

End of the day, you won’t want to work with someone you don’t feel comfortable with.

Every good financial advisor will have a systematic process for serving client needs, and he or she should be able to share it with you in a clear and concise manner. There is no lost meeting up with a financial advisor, it will only help you to understand your financial planning better and how you should really go about planning your future. End of the day it’s your life that you want to plan. Get a good advisor.

Feel free to email me if you have any questions on insurance planning, or if you like a 2nd opinion.

About Author

Tian-Chong
Goh Tian Chong
Financial Services Consultant
SP-DAVIDCHIN (JAKEYU District)
M: (65) 923 56131
E: tianchong@aia.com.sg

You would be able to contact him at 923 56131 for more details.

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