31 July, 2021

Quora Answer: What Secrets Do Professionals Use to Choose a Financial Consultant?

The following is my answer to a Quora question: “What secrets do professionals use to choose a financial consultant? 

There are no secrets.  This is not a magical process.  People want to work with those they know, and are comfortable with.  That financial consultant is most likely from a common business network, has an established reputation, and is a known quantity.  It would be highly unusual for a person serious about his financial planning to simply take the first person who calls.



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